The Weekly Market Monitor – Immaculate Disinflation, Spiking Yields, and the Waiting Continues
Inflation is collapsing and even turned negative in the Netherlands. Yet, bond yields continue to spike, providing ample downside risk for equities.
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EM by EM #23 Playing the Least Dirty Laundry Vs the Dirtiest
Lately, we’ve been quite outspoken regarding the imminent threat posed by the USD/Oil dynamics, which has the potential to unleash turmoil within...
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The Energy Cable #38: Time to switch exposures in Energy space?
Warren and 3Fourteen Research has been bang on with their bullish crude trade posted in July, which has returned approx. 33%
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EM by EM #21 Why China is uninvestable yet tough to short
Key points upfront:The USDCNY tourist trade is no longer a quick and easy source of profit, as the PBoC aims to discourage speculative activities...
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The Great Game – Who’s more powerful, Joe Biden or Kim Kardashian?
Welcome to this week’s Great Game! Now, I know that we have been quite critical of the U.S. Administration and Joe Biden in particular. While it’s...
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