Showing posts with label economy. Show all posts
Showing posts with label economy. Show all posts
Wednesday, 17 February 2021

India Budget 2021 - Analysis

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Some expert post-budget analysis from Dr. Charan Singh, Chief Executive, EGROW Foundation, and an eminent panel:
Wednesday, 30 September 2020

Interesting Market Views

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 Here is a midweek take on markets from the pros I follow on Twitter: ✔️ #SPX S&P 500 repeats patterns from 1929, during the Great Dep...
Wednesday, 20 February 2019

Things to Worry as a Bear

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There's loads of things to worry about if you are a bear such as valuations, China, US yield curve flattening, economic woes in Europe...
Wednesday, 22 August 2018

Mid Week Market Insight

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The contagion in Turkey appears to be spreading to Brazil, with the Brazilian Real hitting new lows. The US economy continues to hum along...
Wednesday, 8 August 2018

Mid Week Market Insight

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The Turkish economy and Lira in complete free fall as bond yields eclipse 20%. Chinese stocks continue to post declines and a hard Brexit ...
Wednesday, 1 August 2018

Some Interesting Market Divergences

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The recent up move in the market has come on waning market momentum and declining market breadth. Also the very narrow leadership shown by...
Saturday, 28 July 2018

Mid Week Market Insight

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A bit of curve steepening going into next weeks fed meeting. Momentum clearly outpacing value and that ever expanding ECB balance sheet. T...
Thursday, 19 July 2018

Mid Week Market Insight

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The Chinese yuan continues its sell off taking other emerging currencies with it. More curve flattening amidst insanely high valuations. T...
Wednesday, 11 July 2018

Mid Week Market Insight

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Trump fires yet another salvo in the trade war with China, which should guarantee a recession down the line given all the curve flattening...
Wednesday, 4 July 2018

Mid Week Market Insight

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More trouble in emerging market land. Massive curve flattening across the globe. China free fall continues. These and other stories from s...
Wednesday, 27 June 2018

Mid Week Market Insight

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China in absolute free fall and the collapse in the yuan is putting pressure on risk assets across the globe. While growth seems to be hol...
Wednesday, 20 June 2018

Mid Week Market Insight

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Emerging markets still looking pretty wobbly. A global trade war has begun in earnest. Valuations are still at peak levels. China looks fl...
Wednesday, 30 May 2018

Mid Week Market Insight

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The dollar continues to surge as the euro plunges in response to the crisis in Italy, which has sent Italian bond yields skyrocketing. A f...
Wednesday, 23 May 2018

Mid Week Market Insight

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The dollar continues to surge and emerging market currencies like the Lira and the PESO are weakening. Italian credit spreads continue to ...
Tuesday, 6 March 2018

Asset Class of the Week - USD/CAD

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This will be part of a series where I feature an asset class which is either bullish or bearish on daily, weekly and monthly time frames. T...
Thursday, 2 November 2017

Daily Market Insight

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Here is your daily insight from global financial markets. Today's post is an aggregate of interesting news and views form the Stock, FO...
Tuesday, 31 October 2017

Daily Market Insight

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Here is your daily insight from global financial markets. Today's post is an aggregate of interesting news and views form the Stock, FO...
Thursday, 26 October 2017

Daily Market Insight

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Here is your daily insight from global financial markets. Today's post is an aggregate of interesting news and views form the Stock, FO...
Tuesday, 24 October 2017

Daily Market Insight

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Here is your daily insight from global financial markets. Today's post is an aggregate of interesting news and views form the Stock, FO...
Thursday, 12 October 2017

Daily Market Insight

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Here is your daily insight from global financial markets. Today's post is an aggregate of interesting news and views form the Stock, FO...