Macro Regime Indicator: Liquidity is everything in January
New month, new regime, which means a new asset allocation for the month ahead. The turn of the calendar once again calls for us to assess our...
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Commodities Going Into 2024 & Our Biggest Mistakes During 2023
Happy new year guys - another chapter has arrived and it’s time to make the best out of it. First of all, let’s look at the past, the now and the...
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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....
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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.
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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...
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