Have US stock markets bottomed? From a technical analysis perspective: yes, there is a very good chance they have. From a fundamental perspective: it gets complicated. If we consider…
China
There have been some big technical developments on commodities. Major patterns have triggered and hint to more downside. Copper itself has broken below a range which has been held…
Peak inflation is quickly becoming the new ‘transitory inflation’. Remember that key word that the financial media and central bankers kept repeating? Well, it didn’t come true, and just…
What Is This? An Application for Ants? Today, The People’s Bank of China (PBOC), China’s central bank, accepted Ant Group’s application to set up a financial holding company….
Long term. You have probably heard or read those two words more times than you can remember in the past few days. Stock markets are selling off hard, bond…
Definitely not peak inflation. But my readers knew about that. The stock markets broke down on Thursday, leading many to say, “uh oh, tomorrow’s (Friday June.10th) inflation data is…
I was just scrolling through Twitter when I came across this: My agriculture readers know how important Ukraine is to food supply. If you recall we were taught in…
A few weeks ago, we heard the Federal Reserve say that their favored inflation gauge, the Personal Consumption Expenditures (PCE) dropped from last month. This led to financial media…
A random conversation about globalization over the weekend brought to mind companies like Tenet Fintech (PKK.C). The conversation in question surrounded an alarming popular premise that recent geopolitical and…
A lot of things have been happening in China. Much of the media headlines recently have been focused on Shanghai lockdowns and the Evergrande/real estate issues. But in March,…