Foreign Exchange
Stocks
Foreign Exchange
See my
blog of July 9, 2014 for the original note on using TMV/GNP ratio to
gauge whether the market is cheap or expensive, and my monthly blogs on this
subject.
Foreign Exchange
Foreign Exchange
We are now in the second quarter of double digit credit growth and the fastest pace since 2015. Is this a transitory or a durable trend? I am not sure but it needs close watching.