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bullish
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Macroeconomics
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02 May 2024 19:15
Powell so Wants to Cut Rates!
Despite the sign the Fed had to take from the last three CPI report, Powell squeezed in a dovish tone to a hawkish message.
Jeroen Blokland
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175 Views
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bearish
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Cross Asset Strategy
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26 Apr 2024 02:08
The Weekly Market Monitor – Is that Stagflation? And What Is China’s Impossible Choice?
Lower growth and higher inflation are not what markets want to see currently as Fed rate cuts get pushed out further. Meanwhile, China faces a...
Jeroen Blokland
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186 Views
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bearish
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Macroeconomics
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24 Apr 2024 22:31
Is the Yuan Ripe for Devaluation?
Many await a Chinese currency depreciation, but with foreign investment and capital markets collapsing, things are complicated.
Jeroen Blokland
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244 Views
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bearish
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Cross Asset Strategy
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19 Apr 2024 19:41
The Weekly Market Monitor – Rockets Roar While Hawks Take Off
Missiles and drones have been fired, and Powell has pivoted on future rate cuts as inflation worries mount while China continues to struggle. This...
Jeroen Blokland
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408 Views
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bullish
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Macroeconomics
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17 Apr 2024 19:21
The Rally in Gold: Clear as Day
The rally in gold is driven to a large extent by the same, not changing, narrative, and that narrative is getting stronger!
Jeroen Blokland
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276 Views
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