A recent analysis of the foreign exchange (FX) market presents a comprehensive view of the dynamics influencing major currencies as […]

Overview of Recent Market Shifts In the past few months, the financial markets have undergone a significant transformation driven by

The financial and economic landscape has seen notable shifts, particularly in the areas of commercial bank lending, private credit, and

Yesterday, I mentioned I’d revisit a past theory in light of the current market conditions. And so today I will

Well, I’m back from vacation, to quite a few new subscribers and a lot of congratulatory emails for my notes

I’m going on a trip with the family for the next 16 days or so and won’t be posting for

A Commodity Trading Advisor (CTA) model I follow indicates that trend follower longs in the NASDAQ-100 and S&P 500 are

The withdrawal of Joe Biden from the US presidential election is likely to reverse the “Trump trades” that have been

We are at a pivotal point, with several factors potentially driving an economic slowdown or recession. This note highlights critical

Over the past three years, China has faced significant economic challenges, primarily due to a stagnant stock market, low bond

In recent years, particularly since the Covid-19 pandemic, there has been a bullish outlook on oil. Despite some market fluctuations,

The current state of the Treasury market is significantly influenced by banks’ shifting strategies amidst stagnant loan growth and moderate