bullish•Zijin Gold
•18 Dec 2025 04:24

Gold Miners ETF (GDX US) Dec Rebalance: 5 Adds and US$8.8bn Trade; Zijin Gold Added

The flows have changed following the non-inclusion of Zijin Gold in the index. With cornerstones locked up till end-March, Zijin Gold will not be...

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bullish•Macroeconomics
•17 Dec 2025 19:00

UK: Christmas CPI Present For Doves

UK inflation’s 31bps slowing to 3.15% went far further than expected, with significance raised by the substantial extent and the breadth of...

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Phil Rush
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•17 Dec 2025 03:45

TIP Customized Taiwan Select High Dividend Index Rebalance: US$7bn Trade over the Next Week

There are 8 adds and 8 deletes for the index. Estimated one-way turnover is 26.9% resulting in a round-trip trade of US$7bn. There are a few...

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bearish•ANE Cayman Inc
•17 Dec 2025 23:38

ANE Cayman (9956 HK): Shareholder Vote On 9th Jan. No Mention Of CDH In Latest Doc

Surprising absence of CDH in this latest Doc. Given the ongoing ambiguity as to who owns/controls what, I'm inclined to sit this one out - for now....

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bullish•Macroeconomics
•17 Dec 2025 22:00

EA: Eating A Disinflationary Revision

Another downward food price revision cut HICP inflation back to 2.1% in November, but the effect was only 1.6bp, and services inflation was...

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Phil Rush
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