Ritesh Jain
Global Macro Investor & One of Top 3 Global LinkedIn Influencers on Economy and Finance, Mumbai
He is a trend watcher, Global Macro investor and Blogger at worldoutofwhack.com. He has over 20 years of experience in financial markets, bonds, equities, gold, and derivatives. He muses about global macro investment opportunities, economics, business, and financial issues.
Most interesting chart on the planet from Goldman Sachs
This is a 31-year channel line. If this line breaks to the upside, then we are headed to higher US interest rates for next decade
ET CONTRIBUTORSCorporate bond spreads continue to support higher equity markets
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The only question is how low is the “low”
IMF raised global growth outlook to 6% in 2021 from 5.5% in Jan and sees 4.4% growth in 2022.
World economic outlook forecast would mark the fastest global growth pace since 1976 led by strong US rebound. IMF has raised the US 2021 growth outlook by 1.3% points to 6.4%
ET CONTRIBUTORSSo much money has been pumped into the economy that we are close to overheating
Small and mid-sized US firms say it has never been harder to fill positions.
ET CONTRIBUTORSWage inflation is just round the corner.
With geopolitical tensions on the rise, will auto sector be next in the firing line?
Electric vehicle batteries are key as China has them sourced.
ET CONTRIBUTORSI believe the US companies will invest massively outside of China to secure supply chains for electric vehicles.
US is the largest agri commodities exporter in the world and below is the US drought monitor
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