4/6 Other objectives like inflation and growth become subservient to the exchange rate objective. Implicitly, domestic inflation and growth become tied to global inflation and growth.
@basispointinsight.bsky.social
@basispointinsight.bsky.social4/6 Other objectives like inflation and growth become subservient to the exchange rate objective. Implicitly, domestic inflation and growth become tied to global inflation and growth.
@wavedeva.bsky.social
@proytec.bsky.social.
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Unstable geopolitics slows global investment: cautious capital, volatile flows, and a focus on strategic sectors.
#CapitalFlows #ForeignDirectInvestment #Geopolitics #GlobalEconomy #Globalinvestment
@market-ocean-en.bsky.socialThe question now is whether record FDI shows real resilience, or whether it is just slower-moving capital that has not yet reacted to the higher returns available elsewhere. #BondYields #India #CapitalFlows
@2k115.bsky.socialA pulled auction is a yield dispute, not a default. MinFin rejected deep discounts on fixed paper (OFZ-PD 26228). The core metric is the structural shift: moving to floaters, shorter duration, or central bank liquidity to maintain capital flows. #OFZ #Russia #Macro #CapitalFlows
@dnaoilky.bsky.socialEuropean investment in Latin American equities has climbed to multi-year highs, supported by cheaper valuations, strong commodities and nearshoring trends.
@market-ocean-fr.bsky.socialun seuil ou une simple Γ©tape ? Et jusqu'oΓΉ les rendements des JGB doivent-ils monter pour que l'Γ©pargne japonaise n'ait plus besoin de quitter le Japon pour Γͺtre rΓ©munΓ©rΓ©e ? #JGB #BankOfJapan #CapitalFlows
@market-ocean-en.bsky.socialThat leaves one open question: is 1.25% a threshold or just a waypoint? And how high must JGB yields go before Japanese savings no longer need to leave Japan to earn a return? #JGB #BankOfJapan #CapitalFlows
@market-ocean-en.bsky.socialyield above 5%. That leaves the Philippines facing a question familiar to any smaller market: will opening a door to Wall Street widen savers' choices, or slowly drain the pool of capital that domestic companies rely on? #HomeBias #CapitalFlows #PhilippinePeso
@ssrn.bsky.socialThis paper challenges the idea that Japanese capital repatriation can be inferred from aggregate flows alone. Different investor groups often move in opposite directions, causing substantial activity to cancel out in aggregate data. spkl.io/633247TeAj
@herasoover.bsky.socialIs Vietnam entering a new phase for global capital flows?
Vietnamβs move into FTSE emerging-market status is expected to attract fresh institutional demand and sizeable passive inflows.
#Vietnam #EmergingMarkets #FTSE #CapitalFlows #AsiaStocks #Investing #MarketNews
@market-ocean-en.bsky.socialthere first. #HongKong #SouthAfrica #CapitalFlows
@pulseofnations.lolAnthropic seeks up to $100 billion in an IPO that could value it near $2 trillion, with Nvidia in talks to commit as much as $10 billion as an anchor investor.