Sitemap - 2024 - Eylem’s Substack
We soft-landed at the wrong airport!
The first rate cut is the deepest
Don't rule out the possibility of a rate cut in March just yet.
“What happens if China sells all of its U.S. Treasury holdings?”
We are about to soft land in about two months
If you are planning to stash cash under the mattress, make sure that it is U.S. dollars
Germany is in recession both politically and economically but that may not matter for its stocks
6 rate cuts vs 4 rate cuts... and the winner is...
Ignore the 5.2% Chinese growth rate for 2023, in $ terms it is actually down 1%