macro. markets. geopolitics. crypto.
We cover the latest developments around the Japanese Yen, and dissect its implication for Asia and the rest of the World.
US Budget, Netflix vs. Disney, Streaming Services, Owners of US Debt, Patagonia Supply Chains, Apple's Cash Hoard
The number of recessions has declined since the Great Depression - is this a good thing?
Recent global geopolitical developments might just be the necessary catalyst for the region to finally unleash its long-overdue potential.
Despite the range-bound price performance, there is plenty to learn from Q1.
We dive into the main themes coming out of Q1'22.
Gas Shortages, Oil Exports, LatAm VC Investments, YTD Sector Returns, GBTC Conversion, Impact vs ESG, and the Foo
Should we look at the yield curve or at inflation levels to assess the real risk of a recession?