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