Macro
Every post tagged Macro. All posts →
Remittances and NEPSE: how money from abroad moves the share market
From a worker in the Gulf to a share price in Kathmandu: remittances, bank liquidity, interest rates and NEPSE.
Read →Why gold, silver and platinum are falling despite war - and how the US bond selloff is doing it
A war should be gold's moment. Instead a 5% US bond and a strong dollar have been the safer bet - here's the chain from oil to yields to gold.
How interest rates move stocks, bonds and currencies: the US, Japan's carry trade and Nepal
Why the Fed's 2022 hikes, Japan's 12% one-day crash and NEPSE's 2024 rally all come back to the price of money.