EM by EM #35: China 2024: Keeping the beast alive
With investor sentiment through the floor in China, we take a look at the policy tool kit for 2024. Is China set for a rebound or will the sentiment remain stuck in the abyss? To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur,...
The Great Game – Funding for Ukraine freezing
We take a closer look at what’s going on in the Red Sea, where major shipping giants have re-routed cargo ships to travel south of Africa. Simultaneously both the EU and the US are struggling to find political backing for continued funding for the Ukraine war....
Steno Signals #78 – Santa Powell handing out gifts even to the naughty!
The animal spirits will likely be fully unleashed by Powell’s pivot and this is exactly what’s needed to bring about the type of complacency that is needed to foster the actual recession that everyones been talking about for a long while. To read the full...
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