U.S. Debt Watch: Biden Lost $17B the First Day of 2024
Takeaways upfront The U.S is at risk of a partial government shutdown beginning Jan. 19th of departments responsible for Agriculture,...
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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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Mint Macro Roundup: Dissecting The Recent Jobs Data
November nonfarm payrolls beat expectations with 199k jobs added, pushing unemployment down to 3.7%. Wage growth strong at 4% YoY. Bonds and...
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Out of the Box: Central Banks Are Insolvent. How Do We Deal with It?
In our “out of the box” series, we aim at being ahead of the current consensus narrative and think of the next theme that could drive price action...
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Yield Curve Steepening: Positioning Across the Curve
Treasury yields surging to levels unseen since 2007. This paper explores the driving factors behind recent bond selloff, its economic impact, &...
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