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[Global Markets] Global Bond ETFs Break $3 Trillion with $580 Billion Net Inflows: 'Pivot Pending' and 'Active Bond Rotation' Scenarios Amid Three-Pole Decoupling (US, Europe, Asia)
Global bond ETFs hit a historic $3T in AUM amid US Europe Asia decoupling. High rates keep yields over 4%, driving heavy inflows into ultra short trea...
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[Global Markets] TSMC's Dominance with '2nm Mass Production' and US-EU-Asia Tri-Decoupling: Semiconductor Value Chain Scenarios Amid First Apple M6 Launch and Foundry Gap
TSMC is strengthening its leading position in the global foundry landscape by successfully entering mass production of the world's first 2nm process. ...
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[Global Markets] India's SENSEX Attempts to Stabilize at 77,650 Level Amid 1.5T Rupee Outflow: 'Service PMI Rebound' and 'FII Rotation' Scenarios Amid US-Europe-Asia Tri-Polar Decoupling
Global markets show a tri polar decoupling of US, Europe, and Asia. India's SENSEX is stabilizing at 77,650 as an improved services PMI and lower oil ...
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[Global Market] Japan's 10-Year Government Bond Yield Surpasses 2.94% to Hit a 30-Year High: 'BOJ YCC Scrapping' and 'Yen Carry Trade Unwinding' Scenarios Amid US-EU-Asia Tri-Polar Decoupling
The Bank of Japan BOJ completely scrapped its Yield Curve Control YCC policy, sending the 10 year JGB yield past 2.94% for a 30 year high. Global mark...
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[Global Markets] Euro Nears $1.17 and Eurozone PMI Hits 9-Month High: 'Manufacturing Surprise' and 'ECB Tightening Reignited' Scenarios Amid US-EU-Asia Tri-Polar Decoupling
Eurozone manufacturing activity unexpectedly rebounded in August to a four year high, pushing the Euro near $1.17. Markets are now pricing in a potent...
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[Global Markets] Germany's DAX Struggles to Hold 26,000 After 1.15% Weekly Correction: 'Auto/Metal Employment Shock' and 'Structural Manufacturing Recession' Scenarios Amid 3-Polar Decoupling
Germany's DAX closed down 1.15% weekly at 26,136.56, battling to hold the 26,000 level. Despite a bounce in preliminary August manufacturing PMI, real...