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Decode US Dollar Liquidity: Tangtu Macro's Cheng Tan unveils the underlying logic of global asset pricing

Decode US Dollar Liquidity: Tangtu Macro's Cheng Tan unveils the underlying logic of global asset pricing

``` Macroeconomic research has always been a field that investors both "love and hate". Those who subscribe to it believe that understanding macro trends is essential to grasping the main thread of an era. In capital markets, truly significant opportunities often stem from correctly judging the direction of the

Since March, there has been a triple slump in global stocks, bonds, and gold. "This is the worst situation; investors have nowhere to hide."

Since March, there has been a triple slump in global stocks, bonds, and gold. "This is the worst situation; investors have nowhere to hide."

The energy shock triggered by the Iran war is pushing global financial markets into a rare, synchronized multi-asset meltdown. Stocks, bonds, and gold all declined simultaneously in March—the traditional defensive tools of investment portfolios have almost completely failed, and investors are facing the most severe safe haven dilemma in

The lesson for investors from the last "oil shock"—the "1970s"

The lesson for investors from the last "oil shock"—the "1970s"

``` The current energy crisis has been characterized by the International Energy Agency as the most severe threat to energy security in history, surpassing the combined magnitude of the two oil shocks of the 1970s. Fatih Birol, Director of the International Energy Agency, stated this month that the oil supply lost

Trump's "verbal easing" fails, crude oil "spot shock" approaches, and U.S. stocks are really panicking!

Trump's "verbal easing" fails, crude oil "spot shock" approaches, and U.S. stocks are really panicking!

``` The ongoing U.S.-Iran conflict continues to drag on market sentiment, with the S&P 500 Index falling for five consecutive weeks, and Trump's "verbal easing" is losing its effectiveness. On Friday Eastern Time, all three major U.S. stock indices closed lower. The

Friday’s changes: Crude oil keeps surging, U.S. stocks fall again, but U.S. Treasuries “aren’t following”—is the market starting to “price in a recession”?

Friday’s changes: Crude oil keeps surging, U.S. stocks fall again, but U.S. Treasuries “aren’t following”—is the market starting to “price in a recession”?

``` As global crude oil prices continue to rise due to ongoing geopolitical conflicts and US stock markets fall consecutively, US Treasury yields unexpectedly retreated from their highs on Friday, breaking the recent pattern of rising synchronously with oil prices. This highlights that market pricing logic is undergoing a change. On

Trump always makes moves on weekends, so Wall Street no longer dares to hold positions over the weekend.

Trump always makes moves on weekends, so Wall Street no longer dares to hold positions over the weekend.

Trump habitually releases major news over the weekend, forcing Wall Street to readjust. Last Saturday, Trump announced that Iranmust reach an agreement within 48 hoursor it would face a series of devastating attacks on public utilities and other infrastructure.However, by Monday, Trump canceled these plans, stating he would pause

Amid the private credit storm, nearly a quarter of staff in relevant U.S. SEC regulatory departments have left.

Amid the private credit storm, nearly a quarter of staff in relevant U.S. SEC regulatory departments have left.

``` According to a recent report, the department of the U.S. Securities and Exchange Commission (SEC) responsible for overseeing hedge funds, private credit firms, mutual funds, and various investment products saw nearly a quarter of its staff leave last year. The Government Accountability Office (GAO) reported on Friday that the