The US Debt Spiral
The US debt spiral Many months ago we highlighted the risks of a public debt spiral in countries like the US, France or Italy following years of budgetary imbalances, counter-cyclical…
MACRO ECONOMICS
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MAXIN ADVISORS FZ LLC – MACRO ECONOMICS allows you to follow all news and analysis from Maxin Advisors on world MACRO ECONOMIC TRENDS
Fasten Your Seat Belts
Exceptional turning point for equity markets … We have always argued that September would see a sharp decline in global equity markets and we are reaching that stage this very…
Challenging Environment
Challenging Environment For most strategists, hedge fund managers and technical analysts, the past few months have seen an extremely challenging environment, if not the most challenging in a decade from…
Sentiment, Flows of Funds and Valuations Drive Equity Markets
Sentiment, Flows of Funds and Valuations Drive Equity Markets Equity markets play a central role in any free-market economy. They are the place where corporations raise capital and where savings…
Bond Yields Breaking Out to 5 % Danger For Equities
Bond Yields Breaking Out to 5 % Mean Significant Downside Risk for Equities Exactly a year ago, the August 2022 Central Bakers Annual Symposium in Jackson Hole marked the acceptance…
China Blues ?
China Blues ? China slid into deflation in July, and is battling slowing exports, high youth unemployment and a slumping property market highlighted by a debt crisis for Country Garden…
What Goes Up Must Come Down
The expression “what goes up must come down” means that something with a meteoric rise to power or fame will eventually experience a fall from grace. It’s a way of…
Bond Yields are Breaking Out
Bond Yields are Breaking Out In a negative development for equity markets, US Treasury yields surged Today, most to the highest levels since March, as strong 1st quarter economic growth data prompted…
Electrifying Horizons: Unveiling China’s EV Investment Opportunities
The Electric Vehicle Market in 2023 Executive Summary As the world continues to shift towards sustainable energy and transportation, the electric vehicle (EV) market in China has emerged as a…
The Global Real Estate Bubble
A Generational Housing Bubble A repricing of some real estate assets has already started in some markets as the world faces up to rising interest rates, economic recession risks and…