In today’s briefing:
- The Great Game – Geopolitical Overview Q2 2023
- Back to the Future: ‘US Unemployment Hits 7% in January 2025’
- CX Daily: Five Things to Know About Early Mortgage Repayments in China
The Great Game – Geopolitical Overview Q2 2023
- If we learned anything from 2022, it’s that you need to keep your eye on geopolitics as an investor.
- Gone are the days of American hegemony – now, great power rivalry is back
- We give our assessment of key geopolitical situations that investors need to be on top of in Q2 2023
Back to the Future: ‘US Unemployment Hits 7% in January 2025’
- The US labor is finally succumbing to the biggest and fastest Federal Reserve tightening cycle since the early 1980s.
- The historical relationship between Fed tightening cycles and the US unemployment rate is strong. On average, US unemployment started rising six months after the last Fed hike.
- It took nearly two years after the last Fed rate hike before the peak was in, with unemployment increasing by 3.5 percentage points. The big exception: 1994-1995!
CX Daily: Five Things to Know About Early Mortgage Repayments in China
- Mortgage /: Five things to know about early mortgage repayments in China
- Sandstorm /: China hit by yet another sandstorm as capital chokes in dust cloud
- Brokerages /: Bear market saps Chinese brokerages’ 2022 earnings
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
