Yimin Xu
YX Insights: Macro, Fixed Income, Equities, and Crypto.
FX Swap and Short Term Interest Rate Swaps Trader at Royal Bank of Scotland.
ICAEW Chartered Accountant.
Seeking Alpha FOMC Commentator.
SHV: Everything You Need To Know
SGOV: Your Guide to 0-3 Month Treasury ETF
June CPI: Fed Should Cut in July
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Do Nonfarm Payrolls Signal A Recession Ahead?
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Macro Musings: June FOMC To Remove Another Dot
May NFP report exceeded expectations but the household survey significantly diverged. Hot vehicle insurance and shelter inflation likely to continue in the upcoming CPI report. Fed likely projects just two cuts for 2024, but the market only expects one.
Macro Musings – What To Expect From The Next Nonfarm Payrolls?
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Citigroup (C) Q1 FY24 Earnings Review - Coverage Initiation
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Macro Musings: A Detailed April CPI Preview
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GOOGL Q1 FY12/24 Earnings Review
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