Featured Books
Russia To Seize $440 Million From JPMorgan
April 25, 2024 / 0 Comments
Seizing assets? Two can play at that game... Just days after Washington voted to authorize the REPO Act - paving the way for the Biden administration confiscate billions in Russian sovereign assets which sit in US banks - it appears Moscow has a plan of its own (let's call it the REVERSE REPO...
Read More +Falling Bond Yields Show It's Crunch Time In China
April 25, 2024 / 0 Comments
Authored by Simon Black, Bloomberg macro strategist, Sovereign yields in China have been falling in recent months, in marked contrast to almost every other major country. This is a key macro variable to watch for signs China is ready to ease policy more comprehensively as its tolerance is...
Read More +BHP Proposes $39 Billion Takeover Over Anglo To Form Copper Mining Giant
April 25, 2024 / 0 Comments
The world's largest global diversified miner, BHP Group, is making a monster bet on surging future copper demand with the proposed takeover of Anglo American Plc. The bet is based on the thesis that the world's power grids need a major overhaul and that the electrification of the economy will...
Read More +Wall Street Reacts To Today's Stagflationary Data Dump
April 25, 2024 / 0 Comments
After today's stagflationary GDP print, which came below the lowest Wall Street estimate even as core PCE came in above the highest estimate... ... there has been an outcry of horror from Wall Street's traders, analysts and strategists as the BEA once again steamrolled all over Wall Street's...
Read More +
