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US Treasury (10 Yr Generic) (GT10 GOVT)
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bearish
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Macroeconomics
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20 Nov 2023 15:31
The Weekly Market Monitor – China Makes History, Nobody Likes US Debt, and a Massive Chart on Yields
Start your week in financial markets with last week's biggest charts and stories! The Weekly Market Monitor will keep you ahead of markets.
Jeroen Blokland
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689 Views
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bullish
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Taiwan Semiconductor (TSMC)
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18 Nov 2023 01:40
Year-End Rally Underway; Many Bullish Reversals/False Breakdowns; Buys: Tech, Cons. Disc., RE, Steel
There is significant evidence that global equities $ACWI have bottomed, and a year-end rally has begun. It all started when we discussed that the...
Vermilion Research
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466 Views
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bearish
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Macroeconomics
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17 Nov 2023 20:59
The Weekly Market Monitor – On Deflation, Spot Bitcoin ETFs, Rising Delinquencies, & Faltering China
Equity markets are at risk if declining price pressures must be attributed to slowing growth. China's Real Estate is still a mess, while small caps...
Jeroen Blokland
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499 Views
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bullish
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Macroeconomics
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17 Nov 2023 17:59
EM by EM #30 Pick-up from King Carry?
After a prolonged saga of stimulus negotiations and the expenditure of countless man-hours in preparation, it is evident that the Chinese stimulus...
Steno Research
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429 Views
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bearish
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Cross Asset Strategy
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16 Nov 2023 17:50
US Policy Watch: No Shutdown but Are We Out of the Woods Yet?
The U.S. House of Representatives has approved a short-term extension of the FY-2023 budget 3 days before the government was scheduled to shut...
Steno Research
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277 Views
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