Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
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SLOOS Survey: The US Economy Is Re-Accelerating and Money Growth Is Back!
The demand- and supply for money has bottomed out! That is the overwhelming conclusion from the quarterly survey on banking standards released by...
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Further Cracks Appearing in the US Economy
Commercial real estate issues resurface in 2024, posing a challenge that cannot be resolved solely through liquidity injections. US employment...
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US Liquidity & Debt Watch: Yellen to Decide the QT Tapering Timing Tomorrow
Yesterday, the US Treasury revealed the issuance targets for Q1 and Q2. The net addition to marketable debt is $760 billion for Q1. While this is...
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More Food (Data) For Thought
"Positive surprise in US Q4 2023 GDP, while inflation remains lower than reported! Japan's easing inflation and BOJ's potential end to negative...
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