Welcome to the last 5 Things We Watch for this year, which we have decided to make a 5 Things We Watch for 2024 with an outlook on key topics for 2024 To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member?...
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 Basic, Premium or Crypto...
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....
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...
After tonight’s press conference, any doubt about who is driving monetary policy should be dispelled. Powell appears to be allowing the market to dictate and is hesitant to provide significant guidance, in stark contrast to Xi and China, which seem somewhat...
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