Skip to content
- Webinar Wed 15 July 1400 Lon / 0900 NY
- Bullish on AI tech does not mean bullish the market price
- What really holds the rally up is a mixture of elevated margins expectations, momentum-chasing and dip-buying
- But as the rotation in “hot” assets shows, the risk of regime change is real – and may be exacerbated by a Warshian Fed
- Open to clients with Group Webinar or One-on-One subscriptions, and to the press
- Our favourite US capital flight chart analytics
- Updated as of date above
- Valuation & positioning metrics for USTs, USD and gold
- Now with added high-frequency charts
- Up-to-date snapshot of the most important flows & liquidity metrics
- CB liquidity vs multiple markets
- Private vs central bank credit
- Mutual fund+ETF flows
- CB balance sheet details
