Search or
𝛼SK
𝛼SKSign in with Google. Opens in new tab
bearish
Macro Strategy: How High Can They Go?
The Key Risk events to monitor: the 10yr-UST yield testing the 5% level, the DXY reaching 111.4, and the CNY weakening further to 7.5.
What is covered in the Full Insight:
- Introduction
- Key Risk Events
- Currency and IDR Analysis
- UST Yield Curve Implications
- Market Impact and Key Catalysts
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 14-minute read)
Related Insights
More »Loading
Trending Collections
More »Trending Insights
More »- Taiwan Top 50 ETF Rebalance Preview: Another Inclusion for King Slide
- [Japan M&A] Minebea Matches YAGEO for Shibaura Elec (6957) At ¥6,200. Presses on Early Cashout
- [Japan M&A] Founder, KEPCO, Try ¥2,750 Bain-Led MBO on Rezil (176A). Light Given Growth - Bumpity?
- Pre-IPO Guangzhou Innogen Pharmaceutical Group (PHIP Updates) - Some Points Worth the Attention
- HMM: Tender Offer of 8% of Outstanding Shares and Cancellation
Top Unpaywalled Insights
More »- [IO Technicals 2025/33] China Woes Deepen, Bearish Momentum Grips Iron Ore
- Tradesmen's Collective: Fixing the Trades with Tech, Transparency & Boots-on-the-Ground
- VEON 2Q25: Solid Digital Non-Telco Products Uplift, Kyivstar Listing in Focus
- [IO Technicals 2025/32] Bullish Momentum Builds
- Grab Holdings (GRAB US) - Harvesting Sequentially
Discussions
(Paid Plans Only)
x