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Breakfast Bites Breakfast Bites
Breakfast Bites - Steep decline in Chinese Markets

Breakfast Bites - Steep decline in Chinese Markets

Shadow bank in China insolvent; German Export data improves; Boeing postpones leadership conference; Crucial week for Bitcoin

Ayesha Tariq
Ayesha Tariq
DashboardDashboard
MacroVisor Dashboard Update

MacroVisor Dashboard Update

Week of January 8th, 2024

Ayesha Tariq
Markets & Mayhem
Ayesha Tariq, +1
ThemesThemes
The Weekend Edition # 117 - Weakest Start since 2008

The Weekend Edition # 117 - Weakest Start since 2008

Market Recap; Macro: Healthcare Employment Deep Dive; Earnings Season starts - Outlook; The Way Ahead for the Markets

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - First Jobs Friday of 2024

Breakfast Bites - First Jobs Friday of 2024

Pre jobs report analysis; Semiconductors cutting prices; Euro Area inflation higher; UK home prices surprise; RRP declines

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - Higher for Longer is back!

Breakfast Bites - Higher for Longer is back!

FOMC minutes spook markets; IG bonds issuance gaining steam; French and German Regional CPI come in hotter; Oil gets a big again

Ayesha Tariq
Ayesha Tariq
IdeasIdeas
Another Opportunity in the Energy Space

Another Opportunity in the Energy Space

An Oil and Gas Driller With Room to Run

Markets & Mayhem
Markets & Mayhem
Charts of the WeekCharts of the Week
Charts of the Week

Charts of the Week

Central Banking, Inflation, Market Concentration, a Look Back at 2023 and the Great Divide

Markets & Mayhem
Markets & Mayhem
Breakfast Bites Breakfast Bites
Breakfast Bites - Markets remain in holiday mode

Breakfast Bites - Markets remain in holiday mode

Equities lower; Chinese wages drop; India's Mfg PMI lower; Turkish inflation higher; BYD beats TSLA deliveries

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - Tough start to the year

Breakfast Bites - Tough start to the year

Red Sea issues lead to higher oil; Apple gets a downgrade; BofA's list of top 10 picks of 2024; ASML stops China exports;

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - Wrapping up 2023

Breakfast Bites - Wrapping up 2023

A global recap of 2023

Breakfast Bites - China stocks see some gains

Breakfast Bites - China stocks see some gains

MMFs may be ready to invest; Japan beats retail sales; ECB's Holzmann sticks to no cuts; Apple to sell watches again

Macro Visor
Macro Visor
Breakfast Bites - Small caps are coming back

Breakfast Bites - Small caps are coming back

China and Hong Kong higher; BoJ signals policy change will be gradual; More sanctions on Taiwan; Some start and some hold Red Sea operations

Macro Visor
Macro Visor
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