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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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.
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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...
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Mint Macro Roundup: BoE and ECB Policy Meetings
European banks hold rates steady, but concerns arise over slowing economies and the need to keep rates elevated. Equities dip, commodities rise.
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