We have released two interesting blog pieces today. First blog covers the sharp melt up in Silver prices due to a short squeeze in London bullion markets. macro-spectrum.com/blog-detail/si… The second blog details the continued strong run of Chinese exports in Sep aided by…
We have released two interesting blog pieces today. First blog covers the slow grind in Brent towards sub 60 levels sooner than later. macro-spectrum.com/blog-detail/sl… The second blog details the under performance of US equities in CY25TD against global equities.…
What we see ahead: Below is our weekly report on major economic data points in G-7 this week & our expectations: macro-spectrum.com/opinion/the-we… 1. Due to US government shutdown, we don’t expect CPI, PPI, initial jobless claims and US retail sales data to be released this week. 2.…
US ECONOMY'S PRODUCTIVITY GROWTH: A MYTH OR REALITY: We have released a detailed report as below on US economy's real productivity gains: macro-spectrum.com/opinion/us-eco… 1. US economy’s potential growth rate can be split into growth in the size of the labor force and growth in labor…
China clarifies on export controls: China’s MOFCOM today clarified that their recent export control is not a ban on exports, and applications that meet the regulations will be approved. Before the measures were announced, China had notified relevant countries and regions through…
IS THE SELL DOLLAR TRADE OVER: For most of last 1 year, entire market including us were in camp of a weaker dollar but last week's DXY uptick was a surprise. We have released a detailed opinion piece on why we think DXY is in for a short term relief rally:…
CHINA’S MOFCOM’S EXPORT CONTROL ORDERS DERAIL TRADE TRUCE: We have released a detailed 10 page report on what the recent Chinese export control orders imply for global supply chains, US China trade truce & global markets: macro-spectrum.com/opinion/chinas… 1. China’s MOFCOM (Ministry of…
We have released two interesting blog pieces today. First blog covers the fact that last week's political issues in EU & Japan are driving the recent DXY rebound. macro-spectrum.com/blog-detail/po… The second blog covers the impact of slowing population growth on FX…
We have released two interesting blog pieces today. First blog covers the fact that AI capex has failed to deliver any meaningful returns, at least till now. Investors have been patient on return expectations but if these are not met after next 1-2 quarters, which is…
We have released two interesting blog pieces today. First blog covers the falling level of bank reserves in US and how we are fast approaching the ample reserves leading to Fed likely to halt it's QT by Dec meeting. macro-spectrum.com/blog-detail/fe… The second blog covers the…
We have released two interesting blog pieces today. First blog covers another set of weak private employment US data. macro-spectrum.com/blog-detail/ev… Second blog shows latest updates on US tariff trends & negotiations. macro-spectrum.com/blog-detail/us… These blogs are ad free &…
We have released two interesting blog pieces today. macro-spectrum.com/blog-detail/pr… macro-spectrum.com/blog-detail/be… These blogs are ad free & subscription free. Do register with your email ids to receive these blogs daily post US markets close in your inbox.
What we see ahead: Below is our weekly report on major economic data points in G-7 this week & our expectations: macro-spectrum.com/opinion/the-we… 1. With the federal government still shutdown at the time of this writing, this week’s data docket will likely remain relatively sparse. All…
TO RUSSIA WITH LOVE: We have released a detailed report on why we believe Saudi is trying hard to gain market share at the cost of Russian crude exports. We believe Brent might dip to $60 levels by end CY25 because of the ensuing supply glut. macro-spectrum.com/opinion/to-rus… 1. Today…
What Takaichi wins means for Japan economic policies: We have released a detailed note on how we expect the economic policies of prospective PM Takaichi to evolve: macro-spectrum.com/opinion/econom… 1. Japan is likely to get it's 1st female PM in Sanae Takaichi. She is third time lucky in…
IS THE US LONG END UNDERVALUED: We have released a detailed report on why we believe US fiscal is in a far better shape now and markets are yet not reflecting this in the 30yr UST pricing. We believe 30yr UST yields might fall to 4.35% from the current 4.7 levels.…
We have released two blog pieces today as follows: macro-spectrum.com/blog-detail/ar… macro-spectrum.com/blog-detail/bo… These blogs are ad free & subscription free. Do register with your email ids to receive these blogs daily post US markets close in your inbox.
USDJPY might trade below 140 by Dec'25: We have released a detailed trade reco on USDJPY as below: macro-spectrum.com/trade-recommen… 1. We have been of the view for past several months that BOJ is running behind it’s rate hike cycle. We also have mentioned in our below mentioned recent…
United States トレンド
- 1. D’Angelo 86K posts
- 2. Brown Sugar 8,094 posts
- 3. Black Messiah 3,246 posts
- 4. #GoodTimebro 1,420 posts
- 5. Happy Birthday Charlie 102K posts
- 6. Powell 27.8K posts
- 7. Voodoo 8,474 posts
- 8. #BornOfStarlightHeeseung 70.7K posts
- 9. How Does It Feel 4,775 posts
- 10. #csm217 3,086 posts
- 11. Alex Jones 22.9K posts
- 12. #PortfolioDay 6,873 posts
- 13. Rest in Power 9,744 posts
- 14. Sandy Hook 8,305 posts
- 15. Neo Soul N/A
- 16. Pentagon 88.9K posts
- 17. Jill Scott N/A
- 18. #tuesdayvibe 5,735 posts
- 19. Rwanda 48.2K posts
- 20. George Floyd 7,484 posts
Something went wrong.
Something went wrong.