Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Supply Tightness, Robust Demand Could Push Crude Oil Prices Into Triple Digit Territory

Yield Curve Steepening: Positioning Across the Curve

Seeking Shelter in Gold on Rising Geopolitical Risks

Energy Transition | AI | Shifting World Order, Mint Finance

Pranay Yadav

Energy Transition | AI | Shifting World Order

Macroeconomics

<ul>
<li>US jobs data last week hints at a slowdown. But is it slow enough for the Fed to trust that they have done enough to bring inflation under control?</li>
<li>Japan is at the cusp of exiting decades of deflation. Despite CPI &gt;2% target, BoJ fears that it is premature to declare victory.</li>
<li>BOJ’s looser-for-longer stance v/s Fed’s higher-for-longer policy divergence risks tipping the Yen 155 to the dollar.</li>
</ul>


US jobs data last week hints at a slowdown. But is it slow enough for the Fed to trust that they have done enough to bring inflation under control?
Japan is at the cusp of exiting decades of deflation. Despite CPI &gt;2% target, BoJ fears that it is premature to declare victory.
BOJ’s looser-for-longer stance v/s Fed’s higher-for-longer policy divergence risks tipping the Yen 155 to the dollar.


BOJ's Looser for Longer Stance Risks Pushing Yen To 155/USD