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

Charting Beyond the Equity Market Headlines

The Dollar Smile Theory Explains USD Strength Heading Into Final Central Bank Meetings For 2023

To Hike or Not Hike? ECB Doves and Hawks to Delicately Balance Between a Rock and Hard Place.

Ifo Watch: The German de-industrialization continues

5 Things We Watch – EU Inflation, US Labor Market, European Money Growth, UK Stagflation & IFO

Agri | Weather | Energy Transition, Mint Finance

Srinidhi Raghavendra

Agri | Weather | Energy Transition

Macroeconomics

<ul>
<li>Currencies desire nothing more than higher rates. The Euro should have popped but instead it flopped after ECB’s rate hiking decision last Thursday.</li>
<li>For nine straight weeks, Euro has lost ground to the USD despite ten rate hikes collectively amounting to 450 basis points over the last 12 months.</li>
<li>Rates at record levels combined with macro weakness, ECB will be cornered at the Dec meeting and be forced to pause or cut rates.</li>
</ul>


Currencies desire nothing more than higher rates. The Euro should have popped but instead it flopped after ECB’s rate hiking decision last Thursday.
For nine straight weeks, Euro has lost ground to the USD despite ten rate hikes collectively amounting to 450 basis points over the last 12 months.
Rates at record levels combined with macro weakness, ECB will be cornered at the Dec meeting and be forced to pause or cut rates.


ECB Cranks Up for The Record Tenth Time; Yet the Euro Looks Weak and Wobbly