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

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

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

Seeking Shelter in Gold on Rising Geopolitical Risks

Ifo Watch: The German de-industrialization continues

Euro Area Watch: 7 Charts on the ECB and EUR-Inflation

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

Rates Watch: Anything Weak Enough to Receive?

Agri | Weather | Energy Transition, Mint Finance

Srinidhi Raghavendra

Agri | Weather | Energy Transition

Macroeconomics

<ul>
<li>Under 12 months, the ECB has lifted interest rates, an unprecedented nine times from minus 0.5% to +3.75% to combat surging inflation.</li>
<li>Ahead ECB meeting on 14/Sep, surveys show an almost even split between those anticipating a tenth sequential hike and a “hawkish pause”.</li>
<li>ECB is data dependant. But the data is sending mixed signals. Will the ECB hike to fight stagflation risk or resort to a hawkish pause?</li>
</ul>


Under 12 months, the ECB has lifted interest rates, an unprecedented nine times from minus 0.5% to +3.75% to combat surging inflation.
Ahead ECB meeting on 14/Sep, surveys show an almost even split between those anticipating a tenth sequential hike and a “hawkish pause”.
ECB is data dependant. But the data is sending mixed signals. Will the ECB hike to fight stagflation risk or resort to a hawkish pause?


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