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

Mint Macro Roundup: BoE and ECB Policy Meetings

Mint Macro Roundup: Powell Has Gifted Fed Pivot. Markets in Merry. What to Expect from ECB and BoE?

Mint Macro Roundup: Dissecting The Recent Jobs Data

Agri | Weather | Energy Transition, Mint Finance

Srinidhi Raghavendra

Agri | Weather | Energy Transition

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>Eurozone is exposed to the risk of inflation relapse on continuing geopolitical risks. Potential energy and goods inflation will force the ECB to defer its rate cuts.</li>
<li>Inflation rose 2.9% YoY reversing a 2-year low (2.4%) observed in November. Core inflation, softened to 3.4% marking its lowest point since March 2022.</li>
<li>US headline job numbers look healthy. Details spell trouble. Payroll data was revised lower by 71k for Oct &amp; Nov. Average work week contracted, and participation rate declined.</li>
</ul>


Eurozone is exposed to the risk of inflation relapse on continuing geopolitical risks. Potential energy and goods inflation will force the ECB to defer its rate cuts.
Inflation rose 2.9% YoY reversing a 2-year low (2.4%) observed in November. Core inflation, softened to 3.4% marking its lowest point since March 2022.
US headline job numbers look healthy. Details spell trouble. Payroll data was revised lower by 71k for Oct &amp; Nov. Average work week contracted, and participation rate declined.


Will Relapse of Eurozone Inflation Propel Euro Against the Dollar?