Ritesh Jain | TalkMarkets | Page 1

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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Excess And Liquidity
Saturday, January 8, 2022 9:10 PM EDT
China easing while world markets tighten will add liquidity. This tale of reversing tables will drive volatility across asset classes in the quarters ahead.
In this article: GLD, MCHI, TLT, UUP, SPX Also: AAPL, AMZN, MSFT, NFLX, META, GOOGL
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Bond Market Threatens Indian Equity Rally
Wednesday, February 3, 2021 4:41 AM EDT
India is the first country among major economies where Bond market vigilantes are rising from ashes.
In this article: INDY, INDA
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Why I Am Bullish On Vietnam
Wednesday, January 20, 2021 4:31 AM EDT
Vietnam is one of the few countries left in the world which will still boast a double-digit nominal GDP growth rate.
In this article: VNM
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The Spanish Flu Of 1919 Serves As A Roadmap For The Current Macro Environment.
Sunday, December 27, 2020 6:05 AM EDT
In markets,economics,crisis things take longer to happen than you think they will, and then they happen faster than you thought they could.
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Chinese Credit Impulse Is Slowing... And That Is Bad News For Global Economy
Thursday, December 24, 2020 4:55 AM EDT
Chinese credit impulse historically has been positively correlated with base metal prices and any slowdown in that data will negatively affect the base metals and support the general slowdown in the Chinese economy.
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The Moment Of Truth For Markets
Thursday, August 13, 2020 11:41 PM EDT
There was a moment of panic in markets today when US 30 year bond auction result came out.
In this article: TYX
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Predicting The Price Of Gold
Monday, August 10, 2020 10:57 PM EDT
Real Rates (Inflation- Nominal rates) are currently at -1% levels and it seems they may go down even lower.
In this article: GLD
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Global Market Commentary & Outlook – August 2020
Friday, August 7, 2020 3:49 AM EDT
The Global Stock Market rally continued through July with the exception of Japan. The EU agreed to a 1.82 Trillion Budget of which 750 billion Euros is Coronavirus Aid, 390 billion Euros in grants & 360 billion euros is loans.
In this article: IOO, PAWZ, FM, DGT, EFA, VEU, VGK, EEM, ILF, GLD, UDN
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An Interesting Summer Awaits Us All
Tuesday, July 7, 2020 5:00 AM EDT
Since March of this year, the Federal Reserves balance sheet expanded from $4 trillion to $7.168 Trillion as the coronavirus spread played out.
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Deflation, Inflation, Or Stagflation?
Monday, May 25, 2020 3:51 PM EDT
As days pass, the long-term debt cycle dynamics become more important. This crisis has seen contraction of both supply and demand, at the same time. The current scenario signals deflation, and may also render previous inflation indices meaningless.
In this article: TSN
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Charts That Matter, May 10th Edition
Sunday, May 10, 2020 10:01 PM EDT
Our mission: Making sense out of chaos. Here are 5 recent perspectives on the global economy and markets.
In this article: BITCOMP Also: EWI, IEF, UDN, UUP
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Charts That Matter- Monday, Jan. 13
Monday, January 13, 2020 2:24 PM EDT
The world economy and commodity prices will get a boost in 2020.
In this article: TSLA, EEM, GLD, SPX
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Charts That Matter - Thursday, January 9
Thursday, January 9, 2020 10:12 AM EDT
US auto loan and credit card delinquencies are trending higher.
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Global Markets Commentary And Outlook
Friday, January 3, 2020 7:56 AM EDT
Almost every major central bank across the world is easing at the moment in hopes of generating a mini-cycle trough to rebound growth in 2020.
In this article: AAPL, MSFT, UUP, SPX
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Charts That Matter - Friday, Dec. 13
Friday, December 13, 2019 2:20 PM EDT
Morgan Stanley expects 2020 will be driven by an improvement in the world excluding the US, while US growth flatlines around trend.
In this article: SPX
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Charts That Matter - Friday, Nov. 29
Friday, November 29, 2019 1:30 PM EDT
US headed for 0% GDP growth in Q4 and Q1.
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1 to 16 of 72 Posts
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