SignalPlus Morning Briefing : Asymmetric
After 3 months of consecutive upward surprises, a roughly in-line CPI was all that was needed to spur risk markets to another blow-off record rally. The EoD scorecard looks something…
SignalPlus Morning Briefing (14 May 2024)
A quiet Monday to start the week with a slew of market moving data to arrive over the next few days. PPI will kick things off on Tuesday followed by…
Chang’s Thought（2024.05.14）：Disinflation vs Reinflation
Market The overall picture of the market is still sideways. On May 14th, during Asian time, there was a lot of selling on the Coinbase exchange, around 3000-4000 BTC. CBP…
SignalPlus Vol Commentary (13 May 2024)
Last Friday, macroeconomic data in the United States performed poorly. The one-year inflation rate expectation for May rose from 3.2% to 3.5%. The University of Michigan Consumer Confidence Index showed…
SignalPlus Morning Briefing (13 May 2024)
Risk assets enjoyed firm close to the week with financial conditions continuing to ease post the softer job market releases as of late. Equity markets shrugged off a poor U-Mich…