US Recession Still Likely but Imports to Rebound Sooner, Benefiting India-ASEAN
US imports fell in 10 of the last 11 months. While PCE and fiscal pullback will push US economy into recession, US imports should rebound from...
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Great Game – 3 Key Predictions for the Ukraine War in 2024
Will Ukraine hold presidential elections next year and what about that Zaluzhny interview? The Ukrainian summer offensive has been an almost...
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Steno Signals #70 – 10 Charts You NEED to Monitor in Global Macro
Happy Sunday from Mallorca and welcome to our weekly flagship editorial. The world of Macro never fails at keeping us busy and this week I reveal...
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China's Slow-Burning Financial Crisis Worsens Amid Persistent Overcapacity
With trust companies defaulting, & Country Garden narrowly averting default, China's slow-burning financial crisis is speeding up. Overcapacity...
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Portfolio Watch: Catching a Chinese Cold?
This week we have witnessed considerable turmoil in the markets, and it would be an exaggeration to claim that we’ve emerged from it unscathed.
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