Financials
Listen to a short summary of this report. Executive Summary Euro Bulls Are Evaporating
Euro Bulls Are Evaporating…
Executive Summary Dollar Still The Largest Global Reserve Currency
Dollar Still Dominating Global Reserves…
In lieu of next week’s report, I will host the monthly Counterpoint Webcast on Monday, July 25. Please mark the date in your calendar, and I do hope you can join. Executive Summary Central banks face a ‘Sophie’s choice’. Inflation at 2 percent, or full…
Executive Summary Analysts Have Little Confidence In Their Forecasts
Analysts Have Little Confidence In Their Forecasts…
Executive Summary There has never been a modern era recession or sharp slowdown in which the oil price did not collapse. In a recession, the massive destruction of oil demand always overwhelms a tight supply. Across the last six recessions, the median…
In lieu of next week’s report, I will host a Webcast on Monday, June 27 to explain the recent market turmoil and how to navigate it through the second half of 2022. Please mark the date, and I do hope you can join. Executive Summary The recent sharp…
Executive Summary Indian Voter’s Economic Miseries Are Ascendant
Indian Voter's Economic Miseries Are Ascendant…
Executive Summary UK Stocks Are Close To A Bottom
UK Stocks Are Close To A Bottom…
In lieu of next week’s report, I will be presenting a webcast titled ‘The 5 Big Mispricings In The Markets Right Now, And How To Profit From Them’. I do hope you can join. Executive Summary Just as the railway timetables set in train the First World…
Executive Summary Allies Still Have Faith In USD
Allies Still Have Faith In USD…