Posted May 29, 16:23

Charts' Year to Date Performance

Charts' Year to Date Performance Chart

As the focus falls on AI, Tech and yields, cryptos are making a solid comeback. Aside from Wednesday's Congressional vote on the debt ceiling, keep your eye on the ball, namely the crucial JOLTS report, ISM and the all important NFP +AHE. What used to be +50% odds of 3 rate cuts in H2 is shifting to a possible rate hike in June careful.  

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What's a Cycle Completing Trade? May 19, 2023 18:50: 

Before I mention complete-the-cycle trade, I need to address Powell & the Fed. Seeing Fed chair Powell speaking today on a panel next to Ben Bernanke struck me how much more transparency, communication, forward guidance and all sort of other means of reaching out to the public has emerged from the Federal Reserve, compared to the Bernanke days nearly a decade ago. But even with the improved communication and policy tools (forward guidance helped lift yields before the start of rate hikes), the Fed remains in the dark and with reduced firepower. Here's why and how.


الذهب: نهاية أو استراحة؟ May 17, 2023 14:14: 

يبقى الذهب أفضل المعادن أداءً للسنة بصعود 9%. فهل يعتبر الانخفاض الحالي مجرد استراحة أو نهاية الصعود لهذا العام؟ المزيد من التفاصيل في هذا التقرير مع أشرف العايدي