📑 Research Notes for 2021-08-30
This week, we look at the Fed's projection of a taper, the flattening yield curve, recent developments with Vietnam, and China's positioning in Afghanistan.
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
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Powell Signals Federal Reserve Could Slow Bond Purchases This Year.
(New York Times / Bloomberg)
Eighteen months into the pandemic, Jerome H. Powell, the Federal Reserve chair, has offered the strongest sign yet that the Fed is prepared to soon withdraw one leg of the support it has been providing to the economy as conditions strengthen.
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Markets Watch Flattening Yield Curve.
(Bloomberg)
The first quarter saw a dramatic steepening of the U.S. Treasury yield curve, which measures the spread between rates on two-year and 10-year notes. The trend appeared to signal a smooth reopening of the economy and confident markets. But since then the curve has flattened. What’s driving the reversal?
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A U.S. Exchange Rate Deal Positions Vietnam's Economy for Growth.
(Stratfor)
An agreement with the United States on Vietnam’s exchange rate management removes a potential bilateral irritant, returns the United States to a traditional view of foreign currencies and global trade, and sets Vietnam up for a return to export-driven high growth in 2021.
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China Eyes $1 Trillion of Minerals With Risky Bet on Taliban.
(Bloomberg)
Beijing has been pushing a more optimistic outlook for the future of Afghanistan under Taliban rule. This comes as the country has emerged as a key source of some of the most crucial commodities of the 21st century. Â
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Curated by Joseph Lu, CFA®
Joseph has over a decade of experience as an investment professional, primarily in quantitative analysis and portfolio management roles. He is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder. The CFA charter is a globally respected, graduate-level investment credential by the CFA Institute, a global association of more than 90,000 investment professionals working in over 133 countries.
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