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Cross-border capital flows have shaped the world
Read Time: 18 minutesThere are a few truly macro trends that, if they change, the world must change
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Central Banks: Fed, ECB, and BoJ’s divergence
Read Time: 3 minutesThree major central banks will likely go in three directions this week. Varying domestic economic
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Weak Asian currencies, but not using FX Reserves this time!
Read Time: 2 minutesMany Asian currencies have weakened this year — most notably the yuan and the yen
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Macro Mornings| 13Jun
Read Time: 3 minutesKey economic developments Equity Market Barring UK’s FTSE and China’s Shanghai Comp, most global indices
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Fed, ECB, and BOJ’s Policy Decisions Plus China’s Data Dump
Read Time: 3 minutesWe’re in for a busy week as we try to price in the Fed, ECB,
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WORLD BUSIEST CARGO PORTS
Read Time: < 1 minuteOn this map we can see the location of the busiest ports in the world.
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Yield Curve and Recession!
Read Time: 3 minutesWhen the yield curve flattens and eventually inverts, you worry.But it’s when a recession hits, the
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The Commodities Feed: Debt ceiling talks & a more hawkish Fed
Read Time: 4 minutesOil has managed to hold up relatively well, despite little progress in US debt ceiling
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A world swimming in debt, can’t sustain higher yields!
Read Time: 2 minutesThis is the most important big picture macro chart, in my opinion. It shows the
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