NIKKEI
The Weekly - February 14, 2025
Trump | Xi Trade Fight remains The Main Event.
NIKKEI
NIKKEI
The Weekly - February 7, 2025
Trump #2: Sycamore's Willow? Or just Over- Confidence hitting the ground running before incoherence & a Stumble | Crash?
NIKKEI
The Weekly - January 31, 2025
Deep Blue vs Chess Masters Deep Mind vs GO Champs Deep Seek vs $9Tr Valuations Now: Algos vs Trump This should be FUN!
NIKKEI
The Weekly - January 24, 2025
Trump's Tide continues to Rise; All Tides ebb. So too this one. A 'Low~ Tide' to follow?
NIKKEI
The Weekly - January 17, 2025
Broad Based Risk Asset Gains Wingmanned by the Reversal in US 10yr Yields; The Transactional Presidency begins.......
NIKKEI
The Weekly - January 10, 2025
Chineses Deflationary & Policy Prescription pessimism lengthening shadows across G12 et al Monetary & Fiscal Policy Options as the $ maintains its rage but not its relevance?
NIKKEI
The Weekly - January 3, 2025
New Year unfolds with Fog aplenty; hopefully the Residue will provide clues as to The Revelations it signals?
NIKKEI
The Weekly - December 27, 2024
"Winds in the East, Mist coming in, Like Something is Brewing, ....On What lies in Store, All Happened Before."
NIKKEI
The Weekly - December 20, 2024
Trump's Tide has ebbed, the Yule Tide not so. Time to reflect, next Year beckons, with many a Challenge.
NIKKEI
The Weekly - November 29, 2024
Record Risk Asset Highs, Sovereign Bond curiosities, Brazilian Bric-a-Brac & Tales from the FX Graveyards of Dubious Propositions & Speculative Adventures.