4cb4357c-5bf9-406f-a6f3-ac33a4b68076

Greetings, Let’s begin with the global financial markets where the risk-off sentiment has returned. Dollar-yen hit 108, which is quickly becoming a disaster for the BoJ – potentially reigniting deflationary pressures. Many anticipate the BoJ to intervene in some fashion to stem the yen appreciation. The rise in yen is viewed as a sign of risk

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mj hot or not

(c) MJ Alts Are You Hot Or Not? Please note: My blog is now published on the first and third Tuesday of each month.  And please follow me on Twitter (@MJ_Meredith_J) for daily doses of research, salt and snark.  

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52dd8dee-bd36-4d46-9d16-8bcc35fc93a6

Greetings,We begin with China where the latest reports suggest that the nation’s economic growth may have bottomed for now. 1. China’s official manufacturing PMI beat consensus, showing slight growth (PMI > 50). 2. The China Caixin Manufacturing PMI also beat expectations. Here is a quote from Caixin on the latest results.  Source: Markit/Caixin 3. China’s property

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