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MT GLOBAL MARKETS Momentum & Sentiment as of 22Nov19 wk47

1/n

• after 5wk RiskOn with ample liquidity support via FED, seasonality effect and hopeful China deal narratives, stocks starts to run into exhaustion and consolidate.

• VIX ~complacency

• Credit Indices bit wider
2/n update Global markets Momentum / Trends / Exhaustion scores wk47
3/n update global markets YTD as of wk47
Read 21 tweets
John Maynard #Keynes was born on June 5, 1883, and died too early. Here's a few thoughts on why I keep circling back to him, & why his work forces 2 rethink the way we do & teach #economics, esp. #micro. I am sure this (partial) thread will upset someone: apologies in advance. 1/
#Keynes understood that #macroeconomics is about emergent properties: aggregate outcomes that don't make sense 2 the individuals populating the economy. The logic, e.g., of the #IncomeExpenditure model is that an economy can coordinate along any point on the 45-degree line.. 2/
and that, accordingly, we should expect economies to operate with slack. Then you have the #ParadoxofThrift and all that. He also talked about the #ParadoxofCosts when he discusses redistribution to lower income people who have higher propensity to consume... 3/
Read 14 tweets
Trying to understand the Macro, The Big Picture of the Markets.
A bird's eye view of the fundamentals.
Purpose of the thread is to consolidate interviews/opinions at one place.
#Macro
#TheBigPicture
#Fundamentals
RBI is likely to stay on hold, as inflation is likely to remain within its medium-term target of 4%, India's GDP growth to remain robust in 2019, supported by tailwinds from recent policy reforms (GST and bankruptcy code implementation)

economictimes.indiatimes.com/markets/stocks…
Global growth will moderate. Developed markets will slow but emerging markets will stabilize. The Federal Reserve is expected to pause in the middle of this year. US dollar has peaked and EM inflation is at a 15-year low. EMs are in a better shape.

moneycontrol.com/news/business/…
Read 18 tweets

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