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Is oil leading yields?
After today's weaker ISM Manufacturing PMI (a drop from 49.2 to 48.7, with an increase to 49.6 expected), we have quite a strong reaction...

Jarosław Jamka
3 cze 20241 minut(y) czytania
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Inflation is good
While economies, central banks and markets today have problems with inflation... Nvidia makes money from inflation... This is of course...

Jarosław Jamka
3 cze 20242 minut(y) czytania
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Abysmal Chicago PMI
On Friday, we also got the Chicago PMI for May, which dropped to 35.4 points! And these are recessionary levels. In general, levels below...

Jarosław Jamka
1 cze 20241 minut(y) czytania
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