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USD loses ground as the labour market cools
Read Time: 2 minutesThe US non-farm payrolls report for October indicated a noticeable decrease in labor demand, primarily
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Currency Volatility & Currency Wars!
Read Time: 2 minutesWe are in an unusual world where — thanks to the lagged impact of the
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Aggressive selling of US Treasuries by Saudi
Read Time: < 1 minuteSaudi Arabia is the latest country to offload a massive amount of their US Treasury
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Fed Hikes and the probablity
Read Time: < 1 minuteThe probability that the Fed hikes in September is still just 13%. But, as this
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Is the dollar that strong?
Read Time: 4 minutesThe dollar is quite strong, especially v Asian currencies. The yen is insanely weak; the
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Tesla, Lithium and its sources
Read Time: 4 minutesUS carmaker Tesla needs lithium to power its electric vehicles, but where does the company
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Saudi Pile of US Treasuries at Six-Year Low in Shift to Risk
Read Time: 4 minutesSaudi Arabia’s stockpile of US Treasuries fell to the lowest level in more than six
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Housing Vs Money Supply
Read Time: 2 minutesThis chart is a useful basic description of why the real estate bubble of 2021
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United States is entering an exponential debt spiral
Read Time: 7 minutesA little over a month ago, deja vu struck Congress as they underwent their ritual
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The US just published their budget deficit report and the numbers are alarming.
Read Time: 3 minutesUS government spending “unexpectedly” soared 15% to $646 billion in June. More importantly, interest payments
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US: The world’s big debtor!
Read Time: 4 minutesOne small but in my view important point about global finance. The US is the
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The US-China Rare Earth battle
Read Time: 2 minutesThe Mountain Pass Rare Earth Mine in Southern California is reviving with a patriotic twist,
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Why hasn’t Fed tightening led to an EM crisis?
Read Time: 4 minutesFor most of my 30-year career, many investors viewed emerging market (EM) equities as a
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Comparing the Speed of Interest Rate Hikes (1988-2023)
Read Time: 4 minutesComparing the Speed of U.S. Interest Rate Hikes After the latest rate hike on May
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Event Guide: FOMC Statement – June 2023
Read Time: 8 minutesThe most awaited economic calendar this week, is almost here. I’m talking about the Fed’s
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Debt ceiling update: A big week ahead
Read Time: 3 minutesThe debt ceiling drama has reached a fever pitch in recent weeks. As of May
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US and its labour market!
Read Time: 3 minutesThe US labor market remains pretty strong……or, does it really?! Let’s have a look together.
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Fed’s hawkish blitz
Read Time: < 1 minuteIf your head is spinning from the Fed’s hawkish blitz, small wonder. The turn in
