Greetings,
United States: Home equity withdrawals have increased in recent years.
Will rents continue to face downward pressure?
Eurozone: The euro is correlated with China’s credit cycle, which points to further upside for the bloc’s currency.
China: China’s overseas lending has collapsed.
Energy: OPEC cut its oil demand forecast for 2021. Crude oil dipped in response but then rebounded.
Alternatives: Hedge funds are running significant leverage.
Food For Thought: Is the US on the right track?
Edited by Devon Lall
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