Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Commodities

<ul>
<li>A review of recent events/data impacting our investment themes and outlook</li>
<li>What recent intervention in the US government bond market means for our themes</li>
<li>While a short-term bounce is likely, the USD's bear market has resumed</li>
</ul>


A review of recent events/data impacting our investment themes and outlook
What recent intervention in the US government bond market means for our themes
While a short-term bounce is likely, the USD's bear market has resumed


Overview #74 – QE Or Not QE – That Is The Question

<ul>
<li>A review of recent events/data impacting our investment themes and outlook</li>
<li>Rate hike expectations in the United States continue to fall</li>
<li>July is forgotten as speculation returns in the AI space</li>
</ul>


A review of recent events/data impacting our investment themes and outlook
Rate hike expectations in the United States continue to fall
July is forgotten as speculation returns in the AI space


Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

FX & Rates

<ul><li>The US dollar remains strong despite ongoing government shutdown and uncertain economic data</li><li>Eurodollar shows resilience and potential for growth due to positive PMI data in Europe</li><li>Range-bound trading expected for Eurodollar with potential for upside breakout depending on US data and market conditions</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The US dollar remains strong despite ongoing government shutdown and uncertain economic dataEurodollar shows resilience and potential for growth due to positive PMI data in EuropeRange-bound trading expected for Eurodollar with potential for upside breakout depending on US data and market conditionsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Dollar oscillates; more fiscal clarity for GBP & CAD

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>Verizon Business offers a new My biz plan with customizable mobile options starting at $25 per line</li><li>Odd Thoughts podcast discusses big market stories, including the fall of the dollar, rise in gold prices, and enthusiasm for AI in the stock market</li><li>Hyun Sung Shin of the Bank for International Settlements discusses the unusual market trends of the year and their implications.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Verizon Business offers a new My biz plan with customizable mobile options starting at $25 per lineOdd Thoughts podcast discusses big market stories, including the fall of the dollar, rise in gold prices, and enthusiasm for AI in the stock marketHyun Sung Shin of the Bank for International Settlements discusses the unusual market trends of the year and their implications.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Why The World Started Hedging Its US Dollar Exposure

<ul>
<li>A review of recent events/data impacting our investment themes and outlook</li>
<li>Oil price rise is pushing government bond yields higher globally, signaling the next inflationary wave has started</li>
<li>Precious Metals and miners rally despite higher yields and a strong Dollar- a positive divergence</li>
</ul>


A review of recent events/data impacting our investment themes and outlook
Oil price rise is pushing government bond yields higher globally, signaling the next inflationary wave has started
Precious Metals and miners rally despite higher yields and a strong Dollar- a positive divergence


United States

The U.S. Dollar Index(USDX) indicates the general int'l value of the USD. The USDX does this by averaging the exchange rates between the USD and major world currencies. The ICE US computes this by using the rates supplied by some 500 banks. FOR REAL TIME SEE EIS ICEA<GO>.

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Dollar Index (DXY CURNCY)

Overview #74 – QE Or Not QE – That Is The Question

A review of recent events/data impacting our investment themes and outlook. We look at the recent intervention in the US Government bond market &...

Rikki Malik

Overview #73 – The Summer Doldrums

A review of recent events/data impacting our investment themes and outlook. Low volume and low conviction but some things never change

Rikki Malik

Global FX: Dollar oscillates; more fiscal clarity for GBP & CAD

The US dollar remains strong amidst market volatility, the shutdown sets a new record, Eurodollar volatility persists, JPMorgan analyzes AI's...

At Any Rate

Why The World Started Hedging Its US Dollar Exposure

Verizon introduces customizable mobile plans, the Odd Thoughts podcast discusses market trends with Hyun Sung Shin from the Bank for International...

Odd Lots

Overview #70 - Choke Points

A review of recent events/data impacting our investment themes and outlook. We look at the recent evidence & mkt reaction to a second inflationary...

Rikki Malik

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