The Weekly Market Monitor – Recession Strikes the Most Accommodative Economy, Bitcoin Shines!
The likelihood that the Bank of Japan will not tighten has risen sharply. So has the price of bitcoin, now worth over USD 1 billion, which is still...
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Positioning Watch – How are markets positioned ahead of a turbulent 2024?
Hello everyone. We hope you have enjoyed the holiday season and are slowly but surely getting ready for New Years and the new year ahead of you in...
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US Recession Still Likely but Imports to Rebound Sooner, Benefiting India-ASEAN
US imports fell in 10 of the last 11 months. While PCE and fiscal pullback will push US economy into recession, US imports should rebound from...
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India: Robust Economic Momentum Despite Some Seeming Fiscal Deterioration
Services (53% of GDP) grew 10.3%YoY in Apr-Jun'23, and should grow 8.5% for the full year. Manufacturing to grow 6%+, benefiting from a low base in...
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Decoding Credit Cycles: BRICS and New Entrants in Focus
Since its establishment in 2009, the BRICS consortium, comprising Brazil, Russia, India, China, and South Africa, has evolved into a formidable...
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