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11 Jan 2024

Beware the second wave...inflation moves in mysterious ways and sometimes you get that "unplanned" second wave.

Source: TS Lombard, TME

11 Jan 2024

While G7 claims can offer short-term tactical opportunities, soaring G7 debt levels at the the of high yields mean that the long-term risk-reward remains unattractive.

Source chart: Bloomberg

10 Jan 2024

Remember the 70s?

Source: Win Smart

10 Jan 2024

Mapped: The Top Middle East Exports by Country

🌍️

9 Jan 2024

Tokyo CPI down again supports BOJ dovish stance for now

Source: Bloomberg

8 Jan 2024

US defense spending vs interest on Federal debt

Source: www.zerohedge.com

8 Jan 2024

Freddie Mac Serious delinquency rate US multifamily homes

thru The Daily Shot

8 Jan 2024

You can measure the concrete effects of inflation on your purchasing power over time by using this CPI Inflation calculator

https://lnkd.in/eFFzyTpu (This applies to the US only)

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