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As the
largest emerging economies play an increasingly influential
role in the world, they have become even larger participants
in global value chains—both as producers and consumers |
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00:01 -
18/04/24 |
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The correlation of stocks to 10y yields
has turned decidedly negative again over the past month
w/higher inflation readings. Acc to Morgan Stanley,
4.35-4.40% on the 10y US Treasury yield is a key level for
stock valuations, and this week it was breached decisively
to the upside. |
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Gold will hit $3,000 in the next 6-18 months says Citi |
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Gas prices could surge to a record in the unlikely scenario
that Strait of Hormuz shuts, Rystad says |
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Data center power demand doubling to 8% of total US power
demand by 2030 |
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