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Soft Landing?

By: Altegris Research (Curators) on 8/12/22 2:00 PM

Weekly Round-Up

Weekly Round-Up: Issue 081222

MEA CULPA

SoftBank Reports Record $23 Billion Quarterly Loss as Tech Downturn Hits | WSJ

CHINA POLICY

The Balance Sheet Constraints on China’s Economic Stimulus | Seafarer

DEEPER LOOK AT JOBS AND CPI

Fading The Soft Landing Narrative | Macro Compass

CHINA TRADE

Chartbook #141: Is financial uncoupling from China beginning? | Adam Tooze

MACRO THOUGHTS

Keeping Perspective | KKR

jobs

Visualizing Major Layoffs At U.S. Corporations | Visual Capitalist

REITS

REITs Post Their Strongest Monthly Performance Year-to-Date | NAREIT

spoofing

Ex-JPMorgan Traders Convicted in Federal Fraud Trial | JPM

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