Mint Macro Roundup: US Dec CPI up 3.4% Beating Expectations yet Rate Cut Optimism Remains Intact
US headline inflation rises to 3.4% YoY in December, higher than estimates. Core CPI inflation falls below 4%, Market expectations of a rate cut in...
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Mint Macro Roundup: FOMC Minutes Stresses Fed's Hawkishness and Market's Misplaced Optimism
Nothing new about misreading the Federal Reserve. Markets over-reacted to a speech by Chairman Powell in mid-Dec. FOMC minutes is easing the hangover.
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Weekly Stock Bullfinder - Week of 12/18
Looking back, March 2023 presented a significant “wobble” to the U.S. Federal Reserve’s monetary policy tightening campaign as the sudden bank...
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EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-And Pivot!
A weekly look at spot, vol and skew changes across 8 global Indices. We analyse the changes and try to identify the best trades based on the vol...
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Mint Macro Roundup: Powell Has Gifted Fed Pivot. Markets in Merry. What to Expect from ECB and BoE?
FOMC holds rates steady, signaling no further hikes. Economic projections hint at rate cuts and a soft landing for US economy. Equities rise,...
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