Mint Macro Roundup: U.S. Inflation Dips Below 3% Amid Stronger Retail Sales
U.S. inflation fell below 3% for the first time in over three years. Despite mixed signals from the manufacturing sector, retail sales showed...
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EM Watch: The Chinese race towards 0% interest rates
Welcome to our Weekly EM Watch, where we look at China and other large EM countries through the lens of Western macro investors. Over the past...
664 Views
Positioning Watch – Positioning Squaring in JPY is Complete
Hello everyone, and welcome back to our weekly positioning update. This week likely marks the end of the positioning squaring phase, as multiple...
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What we learnt at Diggers 2024
Markets, especially metals markets, have been volatile with gold reaching all-time highs while other commodities like lithium, copper, and oil...
290 Views
Positioning Watch: Are we back to square one?
Welcome back to the weekly positioning watch. What a week it has been so far! The recession narrative has slowly but surely vanished from global...
274 Views