The Drill: It’s an Omnishambles in the Tariff Talks
Trades: Short DXY, Long Palladium, Long Copper / Short Iron Ore. Yesterday was a crazy day in FX and commodities as seen in chart 1
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November Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
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BRI Danareksa Debt Research, Weekly Report, September 05, 2023
The US GDP growth in 2Q23 fell to 2.1% in the second estimate, compared to 2.4% in the initial estimates and the first quarter’s rise of 2.0% q-q
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BRI Danareksa Debt Research, Weekly Report, August 22, 2023
entiment against the US’s economy US Retail Sales growth exceed expectation with 3.2% y-y (vs. cons: 1.5%), the fastest growth pace in 5-months.
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U.S. Dollar Outlook: Remembering The Jay-Z Hip Euro Top
The 'end of the dollar' has been nigh since 2005. The U.S. dollar will be the last to go crash, says CNN.com's John Sutter.com.com/Doom merchants...
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