🌎#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.
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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.
🌎#economy #weather #macro
BBG: the average global temperature continues to rise. Extreme heat wreaks havoc across many parts of the global economy.
#opinion some experts believe that the rise in temperature has nothing to do with human activity, but is simply a cyclical change in nature.
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#inflation extreme temperatures are posing significant challenges for farmers, and the weather's impact could result in prolonged higher food inflation - details
#coal efforts to restrict global warming to 1.5 degrees Celsius are failing “across the board” — and major shifts will be required to create meaningful change, including a much faster move away from using coal to generate electricity - details
BBG: the average global temperature continues to rise. Extreme heat wreaks havoc across many parts of the global economy.
#opinion some experts believe that the rise in temperature has nothing to do with human activity, but is simply a cyclical change in nature.
————————————
#inflation extreme temperatures are posing significant challenges for farmers, and the weather's impact could result in prolonged higher food inflation - details
#coal efforts to restrict global warming to 1.5 degrees Celsius are failing “across the board” — and major shifts will be required to create meaningful change, including a much faster move away from using coal to generate electricity - details
🇮🇳#economy #india #macro #forecast
India can become the world’s second-largest economy by 2031 and the largest economy by 2060 — deputy governor of Reserve Bank of India
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India will account for 18% of global growth by 2028, to play key role in global economy — IMF
Indian economy's size to double by 2031 to $6.7 trillion — S&P Global
billionaire Ray Dalio heralded India as the next big investing opportunity Thursday, saying that the country was primed for massive growth that would echo China's economic transformation in the 1980s — BI
India can become the world’s second-largest economy by 2031 and the largest economy by 2060 — deputy governor of Reserve Bank of India
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India will account for 18% of global growth by 2028, to play key role in global economy — IMF
Indian economy's size to double by 2031 to $6.7 trillion — S&P Global
billionaire Ray Dalio heralded India as the next big investing opportunity Thursday, saying that the country was primed for massive growth that would echo China's economic transformation in the 1980s — BI
⚠️🇺🇸#inflation #us #macro
current US inflation dynamics are very similar to those of 1966-1983.
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the Fed's greatest fear is the resurgence of inflation, akin to the 1970s.
Kenneth Rogoff (who predicted the 2008 financial crisis ): another bout of inflation could occur sooner than markets expect — read more
current US inflation dynamics are very similar to those of 1966-1983.
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the Fed's greatest fear is the resurgence of inflation, akin to the 1970s.
Kenneth Rogoff (who predicted the 2008 financial crisis ): another bout of inflation could occur sooner than markets expect — read more