In today’s briefing:
- USD Watch: Markets Vastly Underestimate the Impact on USD Funding from the Debt Ceiling
- The Week That Was in ASEAN@Smartkarma – XL Axiata’s Convergence Push, Cimory & GT, SCG Chemicals IPO
- The Silver euphoria is over // Why crude oil continues to fall
USD Watch: Markets Vastly Underestimate the Impact on USD Funding from the Debt Ceiling
- The USD debt ceiling is a returning topic and it’s typically not overly important for markets, but this time is likely to be different.
- He repercussions for USD funding markets may be material and in sharp contrast to consensus expectations the USD may stage the biggest comeback since Lazarus.
- In this piece we elaborate why you should expect volatility in USD funding rates in coming weeks
The Week That Was in ASEAN@Smartkarma – XL Axiata’s Convergence Push, Cimory & GT, SCG Chemicals IPO
- The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity bottom-up, from across South East Asia.
- The past week saw insights on XL Axiata (EXCL IJ), Cisarua Mountain Dairy (CMRY IJ), SCG Chemicals IPO, Jardine Matheson Holdings (JM SP), and Flash Coffee.
- There were also macro insights on Thailand post last week’s election results plus related investment strategy and a price looking at the tapering of Thailand’s inflation.
The Silver euphoria is over // Why crude oil continues to fall
- The Silver euphoria is over In the past two weeks, I have spoken to many people who are euphoric about silver.
- Many charts on Fintwit also predict that now is the time to jump back on the silver bandwagon.
- I believe that the next bubble could soon run out of steam, and this is not only true for gold.
💡 Before it’s here, it’s on Smartkarma
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