🇮🇳#economy #india #macro #forecast
India can become the world’s second-largest economy by 2031 and the largest economy by 2060 — deputy governor of Reserve Bank of India
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India will account for 18% of global growth by 2028, to play key role in global economy — IMF
Indian economy's size to double by 2031 to $6.7 trillion — S&P Global
billionaire Ray Dalio heralded India as the next big investing opportunity Thursday, saying that the country was primed for massive growth that would echo China's economic transformation in the 1980s — BI
India can become the world’s second-largest economy by 2031 and the largest economy by 2060 — deputy governor of Reserve Bank of India
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India will account for 18% of global growth by 2028, to play key role in global economy — IMF
Indian economy's size to double by 2031 to $6.7 trillion — S&P Global
billionaire Ray Dalio heralded India as the next big investing opportunity Thursday, saying that the country was primed for massive growth that would echo China's economic transformation in the 1980s — BI
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⚠️🇺🇸#economy #markets #us #elections #warning
after the assassination attempt on Trump, the odds of his victory skyrocketed.
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#opinion Trump's promise of tariffs and deportations could pop the stock market bubble if he wins a 2nd term — Capital Economics
Trump’s policies would trigger a recession by mid-2025 — FT
Trumponomics would not be as bad as most expect — Economist
here’s a rundown of some of Trump’s proposals — read more
after the assassination attempt on Trump, the odds of his victory skyrocketed.
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#opinion Trump's promise of tariffs and deportations could pop the stock market bubble if he wins a 2nd term — Capital Economics
Trump’s policies would trigger a recession by mid-2025 — FT
Trumponomics would not be as bad as most expect — Economist
here’s a rundown of some of Trump’s proposals — read more
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🇨🇳#battery #china
BBG: battery prices in China are plummeting due to an oversupply of manufacturing capacity.
#ev #cars EV will be able to compete on a level playing field with conventional cars when the price of batteries falls to $100 per kilowatt-hour. In China, the price has already fallen to $53, which is very good for Chinese electric vehicle manufacturers.
#renewables solar and wind energy in China could greatly benefit from the decline in battery prices. Energy storage market continues to grow #marketsize
BBG: battery prices in China are plummeting due to an oversupply of manufacturing capacity.
#ev #cars EV will be able to compete on a level playing field with conventional cars when the price of batteries falls to $100 per kilowatt-hour. In China, the price has already fallen to $53, which is very good for Chinese electric vehicle manufacturers.
#renewables solar and wind energy in China could greatly benefit from the decline in battery prices. Energy storage market continues to grow #marketsize
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⚠️🇺🇸#inflation #us #macro
current US inflation dynamics are very similar to those of 1966-1983.
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the Fed's greatest fear is the resurgence of inflation, akin to the 1970s.
Kenneth Rogoff (who predicted the 2008 financial crisis ): another bout of inflation could occur sooner than markets expect — read more
current US inflation dynamics are very similar to those of 1966-1983.
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the Fed's greatest fear is the resurgence of inflation, akin to the 1970s.
Kenneth Rogoff (who predicted the 2008 financial crisis ): another bout of inflation could occur sooner than markets expect — read more
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Forwarded from Scorpi18 | Investment Adviser
🇺🇸#stcoks #us #monetarypolicy
Morgan: historically, high-quality growth stocks tend to outperform cyclical stocks during a Fed rate cut cycle.
🧐 I have no idea how they calculated it. Anyone interested can clarify this with the author ([email protected]) and don't forget to share the information in the Scorpi18|Conversation chat.
Morgan: historically, high-quality growth stocks tend to outperform cyclical stocks during a Fed rate cut cycle.
🧐 I have no idea how they calculated it. Anyone interested can clarify this with the author ([email protected]) and don't forget to share the information in the Scorpi18|Conversation chat.
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🌕#gold #monetarypolicy #history
historically, gold has become more attractive during periods of Fed rate cuts.
historically, gold has become more attractive during periods of Fed rate cuts.
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🇺🇸#stocks #us #opinion
SocGen: history shows that extremely concentrated markets tend to precede crashes, as occurred during the run-up to the 2007- 2008 global financial crisis and the 2022 bear market. There is no reason why this time would be any different — read more
SocGen: history shows that extremely concentrated markets tend to precede crashes, as occurred during the run-up to the 2007- 2008 global financial crisis and the 2022 bear market. There is no reason why this time would be any different — read more
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⚠️🇯🇵#population #japan #economy
Japanese population falls at the fastest pace in the history of observations.
BBG: the population decline poses a number of problems for Japan's economy, including a shortage of labor for businesses and pressure on the government budget.
Japanese population falls at the fastest pace in the history of observations.
BBG: the population decline poses a number of problems for Japan's economy, including a shortage of labor for businesses and pressure on the government budget.
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Forwarded from Scorpi18 | Investment Adviser
🇺🇸#stocks #us #monetarypolicy #history
Goldman: markets are anticipating an imminent rate cut by the Fed. Historically, the S&P 500 rises 10% in the 12 months following the first rate cut. However, if the US economy enters a recession during this period, the index typically falls by an average of 15%.
Scorpi18 | Investment Adviser
Goldman: markets are anticipating an imminent rate cut by the Fed. Historically, the S&P 500 rises 10% in the 12 months following the first rate cut. However, if the US economy enters a recession during this period, the index typically falls by an average of 15%.
Scorpi18 | Investment Adviser
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⚠️🌎#copper #metals
copper inventories in warehouses across Asia are rapidly increasing. Analysts do not rule out continued pressure on prices.
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#recession the rise in copper inventories signals potential problems in the global economy.
copper inventories in warehouses across Asia are rapidly increasing. Analysts do not rule out continued pressure on prices.
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#recession the rise in copper inventories signals potential problems in the global economy.
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❗️🇨🇳#china #savings #macro #opinion
SocGen: Chinese household savings exceed the country's annual GDP — read more
... if China were an open market economy, its capital markets would be the biggest in the world — FT
#stocks Chinese household savings have accumulated to twice the capitalization of the entire Chinese stock market. Sooner or later, these savings will flow into the domestic stock market, which is denominated in yuan.
SocGen: Chinese household savings exceed the country's annual GDP — read more
... if China were an open market economy, its capital markets would be the biggest in the world — FT
#stocks Chinese household savings have accumulated to twice the capitalization of the entire Chinese stock market. Sooner or later, these savings will flow into the domestic stock market, which is denominated in yuan.
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