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[Global Markets] '36% Historic Discount' MSCI Emerging Markets Index Relative Strength and Capital Rotation Scenarios Under US-EU-Asia Tri-polar Decoupling
Daily Stock delivers deep analysis on the global market. Amid the intensifying US EU Asia decoupling, the MSCI EM Index's relative strength and histor...
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'4.6% Yield Contra-Bet' and the $64 Billion Rush into Global Bond ETFs: The Great Asset Migration to Ultra-Short and Core Fixed Income Amid Tri-Polar Decoupling
As global interest rate volatility intensifies, global investors are shifting historic volumes of capital into bond ETFs, sparking a major portfolio r...
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[Global Markets] BOJ's Post-YCC Dilemma Ahead of Historic 1% Interest Rate: Three-Way Decoupling (US-EU-Asia) and Scenarios for Pausing JGB Purchase Reductions
As global financial market volatility expands, investors' eyes are on Tokyo ahead of the Bank of Japan's BOJ monetary policy meeting on June 15 16, wh...
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[Global Markets] 'DXY 100 Resistance' and Gold Price Adjusts to $4,200: Dollar Weakness Signals and Safe-Haven Pivot Amid US-EU-Asia Tri-polar Decoupling
The global macroeconomic landscape is passing through a major turning point, with safe haven assets and the US dollar fluctuating due to an unexpected...
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[Global Market] '4 Months of Output Hikes' Meets Hormuz Blockade: Assessing $90 Oil Amid US-EU-Asia Decoupling
OPEC+ plans a 188,000 bpd supply increase for July amid a four month streak of output hikes. However, the Strait of Hormuz blockade keeps actual suppl...
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[Global Markets] China's Crackdown on Offshore Investment Detours Brings Reflected Benefits to Hong Kong: Scenario Review of Southbound Capital Influx into Hang Seng Index
China's strict crackdown on mainland investors' offshore detours is driving a massive influx of Southbound capital into the underpriced Hong Kong Hang...