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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Portfolio Watch: Anyone Still in Doubt of the US Superiority?
Avid readers of our research have likely noted how we have mentioned the US macro superiority to the Euro area in right about every single article...
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The Weekly Market Monitor – Valuation Woes and Currency Moves
Apple erasing USD 200 billion in market cap on marginally negative news confirms (US) Equities are priced for perfection.
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Out of the Box #17 How would US exceptionalism flip the table for the RoW?
US exceptionalism and shifting trade patterns benefit near-shoring names and commodity suppliers. The US policy goal is essentially...
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