EM Watch: China FLOODS global copper markets amidst the plenum
Exports of Copper from China are THROUGH THE ROOF, which is a strong hint that the local consumption is on the floor. The CCP plenum has not addressed the short-term activity, meaning that the West will be flooded with Copper now. To read the full article, sign up for...
Macro Nugget: Curing recession blues!
After the negative CPI report two weeks ago we have had some recession chatter. Yesterday we posted 5 charts that will cure you recession blues which you can read here. One of those chart presents the survey data from NABE telling you that recession vibes need to be...
Macro Watch: 5 Charts that’ll cure your recession blues!
There is currently a lot of focus on the US cycle and whether it is weakening sufficiently to prompt a 150-200 bps cutting cycle, and potentially even a 50 bp cut in September. Here are five charts showing that the US economy is improving. To read the full article,...
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