Japanese Yen, USD/JPY, Tankan – Outlook and Capex Talking Points Tankan Large All Industry Capex comes in at 9.6%, against a consensus estimate of 7.2% Tankan Large Manufacturing comes in at 14, just below the […]
A new month. Lets start with new issuance, buybacks & dividends: Fairly self-explanatory. Lots of issuance (usually as Options exercise for CEO’s) and then the Company buys it all back. Dividends are also going up. […]
Crude Oil, OPEC+, Economic Recovery – Talking Points Crude oil prices look to extend multi-month rally into July OPEC+ ministers meet today to decide on August production Technical outlook biased for further upside on momentum […]
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