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Increasing bets on lower Fed rates [WSJ]
www.wsj.com/articles/traders-bolster-bets-on-lower-fed-rates-before-jobs-report-11570181406 US economy boasts of more than 120 months of...
Justin Jungwoo Lee
Oct 5, 20191 min read
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With Stocks at Fresh Highs, Investors’ Portfolios Look Alike [WSJ]
As the holdings of mutual funds and hedge funds are concentrating into a shortlist of MasterCard, Microsoft, Amazon, PayPal, etc., the...
Justin Jungwoo Lee
Jul 28, 20191 min read
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U.S Hiring Bounces Back, Allaying Fears of Slowdown [WSJ]
www.wsj.com/articles/u-s-job-creation-bounced-back-in-june-11562330095 For some, it appears ironic that strong economic data led to a...
Justin Jungwoo Lee
Jul 7, 20191 min read
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Trade tension- A Conundrum for the US
www.wsj.com/articles/global-central-bank-shift-eases-drag-on-chinese-currency-11561195800 Weakening Chinese currency is a source of...
Justin Jungwoo Lee
Jun 23, 20191 min read
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Fed Officials Reveal More Doubts About Inflation Dynamics, but See Few Solutions [WSJ]
According to the Philips Curve, the recent, record low unemployment rate in the US has to be linked to high inflation. However, the...
Justin Jungwoo Lee
May 18, 20191 min read
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Fed Officials Weigh Earlier-Than-Expected End to Bond Portfolio Runoff [WSJ]
www.wsj.com/articles/fed-officials-weigh-earlier-than-expected-end-to-bond-portfolio-runoff-11548412201 This, little bit outdated,...
Justin Jungwoo Lee
Feb 3, 20191 min read
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The global boom, barely began, may be over [WSJ]
www.wsj.com/articles/theglobal-boom-barely-begun-may-be-over-11548243000 Inundated with enormous, easy money for long periods, the world...
Justin Jungwoo Lee
Jan 23, 20191 min read
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PBoC closely watches Fed
www.wsj.com/articles/chinas-yuan-plays-fed-trump-roulette-11547186596 Break on Fed’s rate hikes and inclusion of Chinese sovereign bond...
Justin Jungwoo Lee
Jan 13, 20191 min read
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Divergence in Chinese Bond Market
www.wsj.com/articles/default-fears-add-fresh-stress-to-chinese-private-sector-11547203285 Around 4 T out of 12.7 T USD’s Chinese bond...
Justin Jungwoo Lee
Jan 13, 20191 min read
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