Sticky Inflation & Bankrupt Sovereigns...

Issue #7. Offshore, Coal and our Core Topics.

Equity Indices & AI

The Techno-AI trade is still going strong. The late-summer’s sell-off wasn’t strong enough to break the uptrend. But there are signs of weakness.

• We will also look into the Yen carry trade

• The Offshore Driller trade

• The Dollar Index and the 10-Year

• Crypto

• The Nasdaq 100

• And of course CHINA!