Greetings,
Japan: Lower front-end Treasury yields would likely weigh on USD/JPY, more so than other currencies.
The United States: Here is a look at the distribution of mortgage rates for outstanding loans.
China: Stocks continue to surge and are now overbought.
But the rally could continue because it’s coming off very depressed levels, especially relative to US stocks.
Emerging Markets: Thailand’s exports remain at record highs for this time of the year.
Rates: Let’s begin with some attribution data for Treasury yields (August and Q3).
Food for Thought: Helene’s projected financial impact among the most expensive US storms:
Edited by William Villacis
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