COLLECTION
Macroeconomics

Macroeconomics
Macroeconomics Insights

8.5k
Insights
2.0m
Views
72
Followers
bearishMacroeconomics
23 Dec 2024 21:25Broker

BRIDS Market Pulse: Chart of the Week – EM Market YTD Flow (US$mn, as of 20 Dec24)

BMRI posted soft Nov24 (bank only) net profit of Rp4.1tr (+1% mom, -10% yoy), impacted by lower other operating income, lower NIM and higher opex.

Share
bullishMacroeconomics
23 Dec 2024 14:25

Here is what we told hedge funds this week – and how we’re trading it!

Happy Friday! Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...

Logo
132 Views
Share
bearishMacroeconomics
23 Dec 2024 14:17

Steno Signals #177 – Another ill-timed flip-flop from Jay Powell?

Happy Sunday from me! This will be the last update before the festive season, and I hope you will have a relaxed and enjoyable time with your...

Logo
112 Views
Share
bullishMacroeconomics
22 Dec 2024 18:06

Global Monetary Easing Cycle Becomes More Idiosyncratic

The global monetary easing cycle has become more idiosyncratic, as central banks face differing risks, ranging from deflation to potential...

Logo
271 Views
Share
bullishMacroeconomics
21 Dec 2024 08:29Broker

Riksbank flash-comment: Hawkish cut

According to the bank, “if the outlook for inflation and economic activity remains unchanged, the policy rate may be cut once again during the...

Logo
Nordea
356 Views
Share
x