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Market Update
Interest rates: Rebounding off lows.
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The only market update you need.
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The Chinese Stimulus & How It Will Hurt Japan
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2
10 Charts That Matter
This week we cover: Coherent, Coupang, USD, Bitcoin, Meta, Gold, interest rates and datacenters.
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Big Fed Meeting Wednesday, What To Watch.
We are in the 25bps camp, against consensus.
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Overbought conditions
Equal Weight S&P vs Market Cap: Recent outperformance on equal weight may be short-lived, with Consumer Staples (XLP) looking overextended.
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Momentum in markets and a bid in bonds.
2yr rates are giving the fed space for a rate cut or two. Read more...
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What to Watch & Avoid (Pt. 2)
Coherent, Philip Morris, Alibaba, Gold & Coffee
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GMG Research
What To Watch & Avoid.
The great Japanese carry trade is over.
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Overnight Market Panic
Japanese Carry Trade Explodes and Sahm Rule Recession Triggers.
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10 Charts That Matter
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Thoughts on the current market.
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