The Drill – Will Chinese stimulus be a home run for commodities?
China is likely preparing stimulus in size to combat the tariffs from the Trump administration, but what are the effects on commodities? As always, it’s more complicated than it might look. To read the full article, sign up for a 14-day FREE trial of the The Macro...
Steno Signals #175 – 4 asymmetrical cases for Santa Powell
The labor market report was weak enough to keep the Fed on an easing path but not weak enough to truly spook otherwise stretched risk asset markets. Here are four asymmetrical Santa Powell cases: To read the full article, sign up for a 14-day FREE trial of the The...
Macro Nugget: Will South Korea gain from the renewed US/China trade war?
With China banning exports of rare-earth metals to the US – which are crucial for semi-conductors and chips – who will will absorb the demand shock that follows? it’s not unlikely that South Korea could end up being an intermediary in the...
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