We're in for a bear market in most asset classes during 2025. This piece integrates the macro and micro reasons for that conviction. The core conviction is that macro-risk is out of synch with market volatility. This will be resolved by market volatility rising as macro ... Read More
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08 Jan 25
Astern!
#US#EU#Greyzone Warfare#Protectionism#Sanctions#Energy#China#Trump#Central Banks#Geopolitics#Volatility#Russia#Ukraine#Yen#US Fed#Middle East#Israel#Iran#ECB#Markets#IDF#Putin#Moscow#Macro Uncertainty#Market Volatility#China Stimulus#US Labor Market#Escalation#Trump Policy#Syria#French Sovereign Debt#Korea#Hamas#FOMC#US Federal Reserve#US$#Taiwan#S.Korea#Undersea Cable#Undersea Cables#Martial Law#Yoon Suk Yeol#Grayzone Warfare
01 Nov 24
Central Bank Forecast post US Non-Farm Payrolls
US Non-Farm Payrolls : The Non-Farm Payrolls report shows that only 12,000 positions were added in October (much lower than the exp. 100k, average compiled by Dow Jones) US Unemployment rate is unchanged at 4.1%, in line with expectations. The Bureau of Labor Statistic... Read More
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