βοΈπ#economy #world #deglobalization #worldtrade
JPMorgan: deglobalization has been a myth. Instead, trading patterns have shifted. Notably, there is the Middle East corridor and the Latin America corridor, along with connector economies that play a crucial role in the supply chain, such as Mexico, Poland, Vietnam, Indonesia, and Morocco.
JPMorgan: deglobalization has been a myth. Instead, trading patterns have shifted. Notably, there is the Middle East corridor and the Latin America corridor, along with connector economies that play a crucial role in the supply chain, such as Mexico, Poland, Vietnam, Indonesia, and Morocco.
βοΈπ#successstory
stay off the Forbes cover, and all will be well
stay off the Forbes cover, and all will be well
πΊπΈ#bonds #us #sentiment
an increasing number of strategists anticipate further recovery in the U.S. bond market β BBG
ββββββββββ-
Bloomberg Intelligence: US treasuries are poised for double-digit returns in 2024
Barrons: time to buy US bonds
Bill Ackman, recently closed out his bets against US Treasuries
Billionaire Druckenmiller has 'massive' bullish bets on U.S. Treasuries.
Vanguard is bullish on longer-dated US Treasuries
earlier: global fund managers are very bullish on bonds
an increasing number of strategists anticipate further recovery in the U.S. bond market β BBG
ββββββββββ-
Bloomberg Intelligence: US treasuries are poised for double-digit returns in 2024
Barrons: time to buy US bonds
Bill Ackman, recently closed out his bets against US Treasuries
Billionaire Druckenmiller has 'massive' bullish bets on U.S. Treasuries.
Vanguard is bullish on longer-dated US Treasuries
earlier: global fund managers are very bullish on bonds
β οΈπΊπΈ#stocks #us #monetarypolicy #history #warning
Fed rate hikes historically led to increased US stock volatility
Fed rate hikes historically led to increased US stock volatility
π#weather #macro
the planet's temperature continues to rise
βββββββββββ
earlier: efforts to restrict global warming to 1.5 degrees Celsius are failing βacross the boardβ β and major shifts will be required to create meaningful change, including a much faster move away from using coal to generate electricity #coal
the planet's temperature continues to rise
βββββββββββ
earlier: efforts to restrict global warming to 1.5 degrees Celsius are failing βacross the boardβ β and major shifts will be required to create meaningful change, including a much faster move away from using coal to generate electricity #coal
β οΈπΊπΈ#inversion #crisis #recession #us #history #warning
Crescat: correlation between the most extreme levels of the inverted yield curve and crises in the US
US Treasury market continues to scream a recession ahead β details
Crescat: correlation between the most extreme levels of the inverted yield curve and crises in the US
US Treasury market continues to scream a recession ahead β details