The Week At a Glance: MPC members better prepare a Bailey for the Coffee, while Ueda better pray for a weaker JPY..
Action-packed week ahead with overseas central bank action, while we get PMIs and CPI prints at home. The FOMC meeting minutes will likely steal the stage and set the tone on markets Wednesday, and we’ll see whether they address the ongoing commodity-driven re-flation...
Steno Signals #100 – China’s MAJOR power grab on Copper supply chains
The next few weeks will be absolutely vital in copper space as we will see whether China will offload Copper stocks to the West as they are currently paid to do. If they DON’T, we can conclude that China is building stock for strategic purposes. To read the full...
Macro Nugget: Why India is the main loser if China rebounds
India has been mostly on the receiving end of funds fleeing China in benchmark EM allocations and we therefore once again quietly remind our readers that a Chinese comeback is equal to a sell-off in India. The India vs China correlation/beta has turned negative twice...
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