12 Dec 2023
Each time inflation in China turned negative the global economy was in a recession: 2001, 2008-09, 2020... Is this time different?
Source: Jeffrey Kleintop, Bloomberg
12 Dec 2023
How to not lose money in the stock market? Answer: keep a long-term time horizon
Source: BofA
11 Dec 2023
The bitcoin whales
Source: Tommy Boy
11 Dec 2023
Gold rallying to 2k$ despite investors selling gold is remarkable. Is it all driven by central banks demand?
Source: Michel A.Arouet, Bloomberg
11 Dec 2023
Russia replaced oil exports to the EU with exports to India and China
Source: FT
11 Dec 2023
Goldman, Citi ready Trading Desks for new wave of Carbon deals
As the carbon offset market gets a new lease on life from the COP28 climate summit in Dubai, bankers from Wall Street and the City of London are positioning themselves to get a chunk of the dealmaking they say is coming.
Banks that have been building up carbon trading and finance desks include Goldman Sachs Group, Citigroup, JPMorgan Chase and Barclays.
Source: Bloomberg
11 Dec 2023
Breaking down the AI semiconductor ecosystem:
While $NVDA gets most of the attention, AI is additive to most of the semiconductor industry. Source: Eric AITechInvesting
11 Dec 2023
The number of Americans with a second job is again at all-time highs
Source: Fred, Win Smart
