Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

Asia biased macro & technical analysis

Macroeconomics

<ul><li>I posted this on the chat on Sunday but forgot click on send via Email button, so here Oil looked like we might bottom when OPEC+ cut production.</li><li>And we gapped up mentioned in the note "Ignoring Tailwinds 7th April 2023."</li><li>"With a slower economy thesis, price hikes will likely be supply-driven constraints.</li></ul>

I posted this on the chat on Sunday but forgot click on send via Email button, so here Oil looked like we might bottom when OPEC+ cut production.And we gapped up mentioned in the note "Ignoring Tailwinds 7th April 2023.""With a slower economy thesis, price hikes will likely be supply-driven constraints.

United States

WTI and Bloomberg Commodity Index