FOMC | BoJ | Merlyn, Telecom Italia Activist Position
BoJ delivers, but markets disappoint. Fed focus preview. Hedge fund take activist position in Italy’s largest telecom provider
Al-Chips & Hummus | JPY | Russia-Ukraine | US rents
Biden turns the screw on Israeli hostage negotiators. A mishmash of topics
BoJ | Alan Brazil | Higher for longer
And Brent Donnelly on JPY
Higher For Longer–BOJ Hikes
BOJ Has Not Hiked Rates To Fight Inflation Being At 30-yr Highs Or Yen Depreciation At 30-year Lows
PBoC | GSWM on China investments | AI chatbot
PBoC, China Military exercises in Taiwan strait. A look at Goldman Wealth Management China investment outlook. We ask our chatbot to answer questions
China stimulus | Morgan Stanley | About us
We review potential options for the CCP to stabilize the economy and financial markets. Also, a bit about why we do what we do
BoJ | Big Tech & Capex | Bond yields & inflation
Big Tech earnings have delivered on the AI hype. ‘Pain trade’ on US Treasuries is for higher yields
Rising SST | Dating apps | China | BoE | Oppenheimer | Climate change
From dating apps to OnlyFans. China economy and stimulus outlook. Rising SST in Northern Atlantic. What to watch for.
US Jobs/Inflation | US-China cyberwars | Quantum supremacy
Is China or the US winning the race towards quantum supremacy?
US-China | Blinken/Bill Gates/Xi | Quantum resources
A cosy relationship with Big Tech. Did Bill Gates broker US Secretary of State Anthony Blinken’s meeting in China with President Xi?