π―π΅ Japanβs biggest insurers are suffering from enormous unrealized losses, as JGBs (Japanese 30Y bonds) reach a 40% drawdown from pre-COVID highsβ¦
πΈ CHART WATCH πΈ
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The world is in a sea of debt, and thereβs really only two lifeboats, it seems: collateral revaluation or debt jubilee.
π CHART WATCH π
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πͺπΊ Youth unemployment in the European Union.
But are the bankers okay? Has anyone checked on them? As we know, they come before everyone elseβ¦
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But are the bankers okay? Has anyone checked on them? As we know, they come before everyone elseβ¦
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πΊπΈπͺπΊπ¨π³ The death of the U.S. Dollar has been greatly exaggerated.
It seems the growth in Chinese RMB has mostly come at the expense of the Euro.
π΅ CHART WATCH π΅
It seems the growth in Chinese RMB has mostly come at the expense of the Euro.
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πΊπΈ Institutions selling as retail buys. Liquidity relief right nowβhow long will it last?
π CHART WATCH π
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πΊπΈ Rate cut expectations remain low in 2025, but lately there is hope for 2026.
π CHART WATCH π
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πΊπΈ The Fedβs preferred inflation index, the Personal Consumption Expenditure, and the more narrow Core PCE.
π CHART WATCH π
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