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bearish
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Cross Asset Strategy
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26 Apr 2024 02:08
The Weekly Market Monitor – Is that Stagflation? And What Is China’s Impossible Choice?
Lower growth and higher inflation are not what markets want to see currently as Fed rate cuts get pushed out further. Meanwhile, China faces a...
Jeroen Blokland
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167 Views
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bearish
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Macroeconomics
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24 Apr 2024 22:31
Is the Yuan Ripe for Devaluation?
Many await a Chinese currency depreciation, but with foreign investment and capital markets collapsing, things are complicated.
Jeroen Blokland
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207 Views
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bearish
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Cross Asset Strategy
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19 Apr 2024 19:41
The Weekly Market Monitor – Rockets Roar While Hawks Take Off
Missiles and drones have been fired, and Powell has pivoted on future rate cuts as inflation worries mount while China continues to struggle. This...
Jeroen Blokland
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384 Views
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bullish
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Macroeconomics
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17 Apr 2024 19:21
The Rally in Gold: Clear as Day
The rally in gold is driven to a large extent by the same, not changing, narrative, and that narrative is getting stronger!
Jeroen Blokland
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233 Views
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bullish
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Cross Asset Strategy
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12 Apr 2024 20:40
The Weekly Market Monitor – Fed Doves Have Nowhere to Fly, Gold's Fairytale Continues
Will Powell cave to inflation and destroy the equity market rally? And what is stopping gold? Do US small businesses signal a recession?
Jeroen Blokland
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442 Views
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