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Saturday Hark Back - 28 Jan 2023
Capturing the themes of the week when there’s time to digest them
Capturing the themes of the week when there’s time to digest them.
EM inflows continue at near record pace …
But it’s not all good news after Adani share sale is hit by Hindenburg Research report:
Will the Fed manage a soft landing or recession lite that is currently being priced by the mkt… ?
The US housing mkt has flipped from Boom to Bust in 6 short months…
💡 General topics of interest
USD smile which was first touted by an ex-colleague of mine:
Arthur Hayes because he’s always such a good read:
Potential financial market turmoil ahead:
Coaching and Education:
🎧 Education for the ears podcasts
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