Independent thinking for complex markets and current events
by MonetaryCommentary This particular offshore dollar liquidity gauge, calculated as the ratio of total liabilities of foreign-related institutions in the U.S. to U.S. deposits at foreign banks, remains mired in a secular upswing, suggesting that foreign banks are still boosting their dollar liabilities in U.S. markets at a faster pace than U.S. residents are placing dollars …
Truflation’s real-time US inflation gauge has moved down to 1.3% – the lowest level since December 2020 byu/RobertBartus inEconomyCharts
https://www.barrons.com/livecoverage/stock-market-today-090624/card/the-fear-gauge-is-creeping-back-up-YDDInarjGUJ5xu6z7fKz h/t Perfect_Alarm_2141
A MEASURE of foreign investment into China turned negative for the first time since records began in 1998, highlighting how foreign companies are pulling money out of the country due to geopolitical tensions and higher interest rates elsewhere. China’s direct investment liabilities in its balance of payments declined by US$11.8 billion in the third quarter, …
