Chinese Momentum: Driving Markets or a Crowded Consensus?
China’s vehicle of choice in achieving its growth targets has long been real estate. With RE still in shambles, will manufacturing be the stand in, and has the market in fact crowded out the China case? To read the full article, sign up for a 14-day FREE trial of the...
5 Things We Watch: BoJ, Germany, Commodities, Canada, Inflation
Welcome to another edition of 5 things we watch where we take your through the 5 most important things that we have on the radar. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a member?...
Great Game – Who can stop Putin? Can Nigeria keep out crypto?
Putin takes the expected win, but his real victory might come from inaction in the streets. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a member? Login...
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