Stay updated with YCC Capital’s latest research on global markets, geopolitics, asset allocation, commodities, currencies, and investment strategy.
YCC CAPITAL U.S. Themes & Strategy ──────────────────────────────────────── June 25, 2026 Executive Summary Financial markets occasionally encounter moments when a central bank decision changes not merely the policy outlook, but the entire framework through which investors interpret...
YCC CAPITAL Global Strategy June 26, 2026 Executive Summary Financial markets often mistake a hawkish central bank meeting for the beginning of an even more aggressive tightening cycle. History, however, suggests that the loudest warnings from...
YCC CAPITAL Emerging Markets & China Strategy June 25, 2026 Executive Summary China’s January–May 2026 fiscal data reveal a government sector undergoing an important transition. After front-loading support earlier in the year, fiscal authorities appear to...
YCC CAPITAL Geopolitical Strategy June 24, 2026 Executive Summary Financial markets are eager to price peace. History suggests that peace is usually much harder to negotiate than a ceasefire. The latest high-level U.S.–Iran talks in Switzerland...
YCC CAPITAL Global Strategy June 24, 2026 Executive Summary Housing downturns often feel like watching a tide retreat. The first instinct is to stare at the shoreline and wait for the water to return. Yet history...
YCC CAPITAL Emerging Markets & China Strategy ──────────────────────────────────────── June 23, 2026 Executive Summary China’s May 2026 fiscal data tells a familiar story: headline revenues are improving, yet underlying economic momentum remains fragile. Tax receipts strengthened, government...
YCC CAPITAL Emerging Markets & China Strategy Date: June 23, 2026 YCC Perspective A useful way to think about China’s housing market today is to imagine a city emerging from a long winter. The first signs...
YCC CAPITAL Emerging Markets & China Strategy June 23, 2026 Executive Summary China’s May economic data painted a picture of an economy becoming increasingly bifurcated. On the surface, headline growth metrics remain respectable, supported by strong...
YCC CAPITAL U.S. Bond Strategy June 22, 2026 YCC Perspective Central banking is often compared to steering a large ship: course corrections usually come slowly, and the vessel rarely turns abruptly. The June FOMC meeting suggests...
Stay updated with YCC Capital’s latest research on global markets, geopolitics, asset allocation, commodities, currencies, and investment strategy.
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Stay updated with YCC Capital’s latest research on global markets, geopolitics, asset allocation, commodities, currencies, and investment strategy.
