Maybe the weakness is vastly exaggerated by technicalities?
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Macro Nugget: China will be a key player for gold markets
Watch out for China to move gold markets.
Macro Nugget: VIX suggesting things could have been much worse!
More thoughts on yesterday’s wild day in markets!
Macro Nugget: Bloodbath in Asia
Nikkei with the largest daily drop since 1987!
Macro Nugget: Harris has overtaken Trump
What a turn of events in US politics!
Macro Nugget: The demand outlook in China is not pretty
The local demand in China remains on the floor, which is an issue for the broad commodity.
Macro Nugget: German inflation has stagnated above 2.5%
Thoughts on German HICP and price expectations.
Macro Nugget: Added pressure for higher wages in the US
Buying conditions in the US are tightening which is adding to wage pressures
Macro Nugget: Recession probabilities in the Eurozone are off
The EZ has a lower recession probability than the US.
Macro Nugget: US equity risk premium below 1%.. time to worry?
As the equity risk premium dips below 1%, nearing levels seen during the Global Financial Crisis, should we all start the fire sale?
Macro Nugget: EM PPI telling DM what to come?
Looks like we are not done talking about inflation just yet …
Macro Nugget: All time highs in flights around the globe
We are flying like never before!
Macro Nugget: Is Hiking Interest Rates Inflationary?
On The Inflationary Impact of Fed Rate Hikes and Potential Rate Cuts
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Macro Nugget: It ain’t over till the fat lady sings
According to some polls things could get very intersting in US politics over the next months.
Macro Nugget: Keir Starmer is building for a reason
Rents in the UK are still skyrocketing
Macro Nugget: Curing recession blues!
Lots of indicators are telling you to fade the talks about US recession.
Macro Nugget: Two major waves of liquidity left this year of varying quality
In this primer on USD liquidity, we aim to discuss why and when liquidity matters, and also highlight the two major drivers of liquidity until New Year’s. Liquidity will continue to improve.
Macro Nugget: Was the productivity/disinflation story of ’23 a hoax?
Do they know the true number of employees in the US?
Macro Nugget: Fragility In European Electricity Markets
The price glitch in European power markets is a symptom of something bigger
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Macro Nugget: When it rains, it pours…
Shipping routes between Asia and Europe are getting pressured.
Macro Nugget: Earnings and market cap going hand in hand
Fiscal expansion, QE and ZIRP the mother of all stimuli for US large cap?
Macro Nugget: The Mag 7s are increasingly just the market
Concentration in SPX is at an all time high
Bye Bye Beveridge Curve?
A look at the Beveridge Curveand the US labor market post COVID
Macro Nugget: US Consumers’ Savings Are Far From Depleted
Reevaluating the San Francisco Fed’s Assumptions on Household Savings Rates
Macro Nugget: Trump firmly in the driver’s seat
2 charts on the US election.
Macro nugget: Differences in Interest rate-sensitivities are starting to show in Bankruptcy numbers
The differences in interest rate sensitivities across regions are starting to be highlighted in bankruptcy numbers
Macro Nugget: Sweden pointing to better times in real estate?
Improving sentiment in Swedish real estate to spill over into the rest of the world?
Macro Nugget: More liquidity and less pressure on the long end in June/July
Improving liquidity with help from Yellen & co!
Macro Nugget: Chinese copper stock continuing to baffle
Copper stock levels in China and the chart that continues to baffle more and more!
Last week in Geopolitics
This week in geopolitics, Sunak and Starmer debated key issues ahead of the UK’s July 4 election. In India, Modi’s BJP retained power despite falling short of a majority, influenced by a strong opposition and economic concerns. The Ukraine-Russia conflict escalates, US-China trade talks resume amid South China Sea tensions, and Israel-Palestine peace talks show progress while Saudi-Iran relations improve.