Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Mint Macro Roundup: FOMC Minutes Stresses Fed's Hawkishness and Market's Misplaced Optimism

US Employment Data Confirms a Weakening Economy

US Interest Rates and the Dollar and Impact on Markets

Mint Macro Roundup: BoJ Maintains Loose Policy Yet Yen Remains Strong

Mint Macro Roundup: BoE and ECB Policy Meetings

Mint Macro Roundup: Powell Has Gifted Fed Pivot. Markets in Merry. What to Expect from ECB and BoE?

Energy Transition | AI | Shifting World Order, Mint Finance

Suhas Reddy

Energy Transition | AI | Shifting World Order

Macroeconomics

<ul>
<li>Inflation across the US, UK and Japan slowed sharply on the back of declining goods prices.</li>
<li>Rapidly cooling inflation brings into focus the diverging central bank policies - BoJ remains ultra-loose, Fed has turned dovish, while BoE continues to remain hawkish.</li>
<li>Personal spending in the US remains strong, providing upside to economic growth in Q4, but also risk of higher inflation.</li>
</ul>


Inflation across the US, UK and Japan slowed sharply on the back of declining goods prices.
Rapidly cooling inflation brings into focus the diverging central bank policies - BoJ remains ultra-loose, Fed has turned dovish, while BoE continues to remain hawkish.
Personal spending in the US remains strong, providing upside to economic growth in Q4, but also risk of higher inflation.


Mint Macro Roundup: Inflation Cools in US, UK, & Japan Accentuating Central Bank Policy Divergence