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8 Aug 2024

Whales are accumulating Bitcoin like never seen before.

Source: Cryptoquant

8 Aug 2024

Chinese firms are fast turning away from US and Europe for greenfield FDI

• China is de-risking, too, by reducing reliance on western markets for trade and investment • In countries 👇 imports from China of intermediate goods used in manufacturing have tripled since 2013 Source: Agathe Demarais, The Economist

8 Aug 2024

A tectonic shift in Predict Presidential elections odds

Source: Predict It

8 Aug 2024

Switzerland is considering imposing a tax on large inheritance targeting the super-rich

Source: Bloomberg

7 Aug 2024

A very important chart which goes AGAINST hard landing scenario

"The source of the rise in the us unemployment rate is not job cuts but a rise in labor supply because of rising immigration. That is the reason why the Sahm rule doesn’t work. The Sahm rule was designed for a decline in labor demand, not a rise in immigration." - Torsten Slok (Apollo) Source: Mike Z. on X

7 Aug 2024

Modi's budget could send Indian stocks higher

Source: Bloomberg 3 July 2024

7 Aug 2024

Coincidence or not?

Source: Bastien Chenivesse, Bloomberg

7 Aug 2024

In case you missed it...

Crude Oil has fallen to its lowest price since early February. Source: Barchart

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