5 Things We Watch – Cyclicals, Baltimore Bridge, ECB, USDJPY & Sentiment
Loads of stuff are going on in Global Macro, with global equities on the rise yet again, the JPY struggling a bit after unsuccessful attempts from...
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The Weekly Market Monitor – Global Monetary Policy Easing Has Begun!
Start your week in financial markets with last week's biggest charts and stories! Start ahead and read the Weekly Market Monitor!
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Rate-Cutting Agenda Stays, Growth Buoyed by Massive Fiscal Stimulus
Fiscal deficits averaged 9.95% of GDP in 2020-2023, M2 growth 18.2%YoY in Mar'20-Feb'22. Latter needs to decline faster in Q2CY24 to offset the...
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Rotating EM Flows: From Japan to Emerging Asia
Welcome to the Emerging Market Series, this week covering the rotating capital flows away from Japan and its significance for China and Emerging...
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Are We Heading for a Volatility Event?
Notably, Semiconductors (light blue), Gold (depicted in blue), High-Yield OAS (in red), and Bitcoin (represented in black) exhibit remarkably...
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