Mint Macro Roundup: Inflation Cools in US, UK, & Japan Accentuating Central Bank Policy Divergence
Inflation falls sharply in the US, UK and Japan. With inflation on the decline, central banks faced with navigating diverging economic outlooks....
536 Views
The Weekly Market Monitor – Bye-Bye OPEC, Hello Liquidity, and Welcome Back Earnings!
Welcome to the Weekly Market Monitor, keeping you updated on the week’s most important charts and developments in financial markets.
739 Views
Five Things We Watch For In 2024
The thing to watch is probably employment numbers and once the labor markets start turning bad, expect CBs to cut in a hurry (especially if it is...
461 Views
The Great Portfolio Rebalance Will Accelerate in 2024: Part 1 – China Wants Less US Debt
China wants to further diversify its foreign reserve holdings, which likely means less US Treasuries and more Gold buying.
379 Views
The 2024 Liquidity BOOM?
Stealth US easing has pushed Fed Liquidity up by 17% this year. This is consistent with our view that the Global Liquidity cycle bottomed in...
2.4k Views