John J. Hardy
@johnjhardy
Macro, FX and key developments both fundamental and even technical across financial markets. Chief Macro Strategist with Saxo Bank.
ID: 214419100
https://www.home.saxo/insights/news-and-research/authors/john-hardy 11-11-2010 10:58:38
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China is considering allowing homeowners to refinance as much as $5.4 trillion in mortgages to lower borrowing costs for millions of families and boost consumption bloomberg.com/news/articles/… via Bloomberg Markets
This week's Countdown to the US Election for investors: 9 weeks to go. social.saxo/mlefurb?uuid=l… Focusing on US yield curve close to "dis-inverting" as did Althea Spinozzi in a more lengthy piece last month: home.saxo/content/articl…
Fed is far behind the curve -> Heard on the Street: Low-income consumers are cutting back on necessities, while better-off households are looking for bargains wsj.com/business/retai… via The Wall Street Journal
My good buddy Ole S Hansen penned a piece on why gold might continue to thrive on any US election outcome. social.saxo/y0qayfa?uuid=-… #Gold
Harris wins debate, but #FOMC trumps Election impacts for now: saxostrats.podbean.com/e/as-harris-be… with Søren Otto Simonsen
The US is going through a crisis of trust — and not just with government. But how did we get here? And how can we recover? Bloomberg Opinion looked at nine American institutions to try to get to the heart of the problem. bloomberg.com/graphics/2024-… via @bbgvisualdata