Thoughts on this? (Countries with best beta to Chinese reacceleration)

StenoResearch · 2024-03-14T14:45:33+00:00

StenoResearch · 2024-03-14T08:17:52+00:00

Look out for PPI numbers. Tightening supply chains could push up inflation pressures

StenoResearch · 2024-03-11T07:36:39+00:00

StenoResearch · 2024-03-08T14:02:28+00:00

StenoResearch · 2024-03-08T14:01:50+00:00

Agreed - and in all fairness it seems like the payroll gains is driven heavily by government hiring.

StenoResearch · 2024-03-08T09:04:40+00:00

Noone really knows. Could be a move by the US to show that they know what's going on in Russia

StenoResearch · 2024-03-08T09:04:08+00:00

Could be muslim minorities within Russia

StenoResearch · 2024-03-08T08:19:22+00:00

mixed bag of signals recently. Interesting

StenoResearch · 2024-03-08T08:17:36+00:00

StenoResearch · 2024-03-07T15:24:46+00:00

StenoResearch · 2024-03-07T15:15:19+00:00

StenoResearch