China’s Monetary Semi-Surge – What Does It Tell Us About The Yuan?
Chinese Liquidity surges in March 2020 Lending directives not PBoC liquidity is the key PBoC policy mix mat tell us about exchange rate...
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News (And View) Of the Dollar's Demise Is Much Exaggerated
Every time the US Federal Reserve embarks on a money-printing spree, fears emerge of the Dollar's Demise as the world's preferred reserve currency....
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U.S. Equity Strategy: Bulls Still In Driver’s Seat, But For How Long?
Continued encouraging COVID-19 news and accommodative moves by the Fed have allowed the bulls to remain in control while short-term support on the...
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Sudden Stop in Labor Market, Mild Damage in Manufacturing: Worse Ahead
The truly horrific NFP prints are likely a month and two hence, with unemployment topping 10%. State and local governments (required by law to...
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Global Equity Strategy: Initial Low Established
Several equity indexes and indicators we watch are telling us an initial primary low has been established for global equities (ACWI-US). At the...
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