✴️#BTC #implementation #macro #crypti
the adoption of Bitcoin is progressing faster than the adoption of the Internet in the 1990s.
the adoption of Bitcoin is progressing faster than the adoption of the Internet in the 1990s.
🌎#commodity #macro #cycles
MUFG: we are in the early stage of a commodities supercycle.
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BofA: historically, bullish trends in commodity markets last for years.
Goldman remains bullish on commodities, citing solid demand growth, expectations of a more structural shortage in industrial metals and gold, and a geopolitical risk premium in oil.
MUFG: we are in the early stage of a commodities supercycle.
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BofA: historically, bullish trends in commodity markets last for years.
Goldman remains bullish on commodities, citing solid demand growth, expectations of a more structural shortage in industrial metals and gold, and a geopolitical risk premium in oil.
⚠️🇨🇳#realestate #china #macro
housing prices in China continue to decline.
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more than a third of private investors in China are incurring losses on their real estate investments (Chinese have invested the majority of their savings in real estate).
earlier: the real estate crisis in China will hit the economy harder than in the US in 2008.
— LinkedIn
housing prices in China continue to decline.
—————————————
more than a third of private investors in China are incurring losses on their real estate investments (Chinese have invested the majority of their savings in real estate).
earlier: the real estate crisis in China will hit the economy harder than in the US in 2008.
🌎#liquidity #markets #cycles #macro
Crossborder Capital believes that another cycle of liquidity growth has begun in the global system, which will undoubtedly have a positive impact on risk assets.
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FT: the global liquidity is expected to increase in 2024 as central banks around the world continue to ease monetary policy — read more
Crossborder Capital believes that another cycle of liquidity growth has begun in the global system, which will undoubtedly have a positive impact on risk assets.
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FT: the global liquidity is expected to increase in 2024 as central banks around the world continue to ease monetary policy — read more
⚠️🇨🇳#realestate #china #macro
BBG: there is currently a housing oversupply in China. It would take more than four years to offload the country's 60 million unsold apartments without government aid.
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housing prices in China continue to decline (chart).
earlier: the real estate crisis in China will hit the economy harder than in the US in 2008.
BBG: there is currently a housing oversupply in China. It would take more than four years to offload the country's 60 million unsold apartments without government aid.
————————————
housing prices in China continue to decline (chart).
earlier: the real estate crisis in China will hit the economy harder than in the US in 2008.