China’s
Exports Slump Further as Global Demand Drops Off - Bloomberg |
00:01 -
17/01/23 |
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The German housing market is facing a major split. While
prices of new buildings still rose 5% last year, old
buildings slumped almost double-digit |
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Lithium prices have risen sharply since 2020, supported by
EV battery demand. In response, lithium mining stocks have
seen sharp gains. However, some forecasts call for sharp
declines |
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China’s central bank adds less cash than expected into the
banking system via policy loans while keeping the rate
unchanged this month even with funding demand on the rise
into Lunar New Year holidays |
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For reasons that totally baffle me, the market is long the
Euro against the USD (blue). Indeed, Euro longs are now near
their historic highs. These longs are predicated on the ECB
being more hawkish than the Fed and a near-term peace
agreement in Ukraine |
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