Ritesh Jain | TalkMarkets | Page 2

Ritesh Jain

Trend watcher, Global Macro investor, Former CIO, Blogger
Contributor's Links: World Out Of Whack
I have Studied commerce and Economics and some more ….. Austrian Economics in Munich , Germany I was chief investment officer at some large Asset managers in India and at one point managing USD 6 billion in equity , fixed income , offshore and PMS assets at Tata asset management . I ...more
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Latest Posts
17 to 32 of 72 Posts
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Charts That Matter - Thursday, Nov. 28
Thursday, November 28, 2019 2:10 PM EDT
Latin American markets are experiencing a rout as anti-government protests spread. Brazil, Chile and Colombia’s currencies have all weakened to record lows.
In this article: GLD, UUP
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Charts That Matter - Aug. 2nd
Friday, August 2, 2019 11:04 PM EDT
US markets are just correcting and the final top is not in and you know why? Despite the extreme amount of corporate leverage and the low quality of corporate credit, junk spreads remain near all-time lows.
In this article: HYG, JNK
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Charts That Matter - Tuesday, July 23
Tuesday, July 23, 2019 4:35 AM EDT
An economy which is growing at 3% and an unemployment rate of less than 4% will see rate cuts in next week Fed meeting.
In this article: SLV
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Charts That Matter - Friday, July 5
Friday, July 5, 2019 2:20 PM EDT
The Chinese economy is deteriorating fast. The NBS PMI showed jobs contracting at a quicker pace in June (46.9) – the weakest since the 2009 GFC slump.
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Charts That Matter - Thursday, July 4
Thursday, July 4, 2019 11:20 AM EDT
Anything left with a positive real yield in Europe is getting eaten up right now.
In this article: JJC (RETIRED), SPX, HYG, JNK
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Charts That Matter - Wednesday, July 3
Wednesday, July 3, 2019 12:13 PM EDT
We now have the entire US Treasury curve below the Fed overnight rate.
In this article: TYX, GLD, SPX
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In Gold We Trust!
Monday, June 10, 2019 1:52 AM EDT
Gold is the universal reserve asset to which central banks, investors, and private individuals from every corner of the world and of every religion and every class return again and again.
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Secular Stagnation
Monday, May 13, 2019 4:19 AM EDT
As most of you know, a reading above 50 is expansion and below 50 is a contraction.
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Which Way The US Dollar Breaks Will Have Major Asset Allocation Implications For The Second Half Of 2019
Sunday, April 21, 2019 5:16 AM EDT
The US dollar is on the cusp of making a major move. The question is which way will it go, higher or lower?
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Charts That Matter - Update For Week Ending April 19
Friday, April 19, 2019 3:30 PM EDT
The Volatility Index has fallen 60% over the past 17 weeks, the largest 17-week decline in history.
In this article: VIX, UUP, DBC
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Charts That Matter - Thursday, April 4
Thursday, April 4, 2019 11:38 AM EDT
US imports showing no sign of pick even in late March.
In this article: UUP
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Charts That Matter - Wednesday, March 27
Wednesday, March 27, 2019 12:22 PM EDT
If foreign Central Banks won’t grow UST holdings, then over time we can have strong equity markets or we can have strong UST auctions, but we likely cannot have both.
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Charts That Matter - Tuesday, March 26
Tuesday, March 26, 2019 12:28 PM EDT
Global trade growth has taken a sharp downward turn.
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Charts That Matter - Monday, March 25
Monday, March 25, 2019 12:44 PM EDT
Inflation expectations on both sides of the Atlantic have collapsed following weak global PMI numbers. Indicates heightened market concerns over the durability of this expansion.
In this article: GLD, CNY
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Charts That Matter - Friday, March 22
Friday, March 22, 2019 1:18 PM EDT
Investors are fleeing tech: the only thing keeping tech stocks higher are record buybacks.
In this article: XLK
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Charts That Matter - Tuesday, March 19
Tuesday, March 19, 2019 2:09 PM EDT
Volatility collapses in Emerging Markets. Suggest euphoria which is seen in EM currencies also along with Chinese Yuan.
In this article: EEM, CYB, VIX
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17 to 32 of 72 Posts
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