Archive - Mint Insights

[Mint Daily Wrap 20/Jun] Markets Caught Between Geopolitics and Japan’s Inflation Curve

With oil trading on headlines and Japan flirting with structural inflation, markets are starting to price in risks that go beyond the usual suspects.

Jun 20 •

Raghav Vashisht

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[Mint Daily Wrap 19/Jun] Silver Breaks Out, Iron Ore Breaks Down

Geopolitics rattles nerves, but silver’s surge and the Fed’s tariff warnings may be pointing to deeper economic fault lines.

Jun 19 •

Raghav Vashisht

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[Mint Daily Wrap 18/Jun] Markets Fixate on Oil; and China Pulls the Brake on Steel

Oil volatility simmers on geopolitical risks, while iron ore’s slide reflects Beijing’s tightening grip on steel overcapacity and a shift away from…

Jun 18 •

Raghav Vashisht

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[Macro on Microchips] Semiconductors Rise, But Investors Still Prefer Clarity Over Momentum

Fund flows return, but positioning stays hedged as investors rotate into equipment and memory names.

Jun 17 •

Raghav Vashisht

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[Mint Daily Wrap] Markets Hold Ground; China's Oil Risk and Fed Patience Keep Nerves Tight

From Middle East flashpoints to muted CPI optimism, traders are weighing external threats and internal slowdowns.

Jun 16 •

Raghav Vashisht

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[Mint Daily Wrap 13/Jun] Markets Jolt on Middle East Escalation and Trade Anxiety

Geopolitical flashpoints revive volatility across assets, with crude posting its biggest intraday gain since 2022.

Jun 13 •

Raghav Vashisht

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[Earnings Preview] Micron Eyes Record Q3 With Chip Breakthrough, and a Cyclical Turn

Micron’s strategic pivot toward AI-grade memory could cement structural gains, if execution keeps pace.

Jun 12 •

Raghav Vashisht

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[Mint Daily Wrap 12/Jun] Soft CPI, Tariff Whiplash, and a Japan Growth Warning

As inflation eases and commodity prices react, deeper concerns around global trade and Japan’s fragile outlook are quietly building under the surface.

Jun 12 •

Raghav Vashisht

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[Mint Daily Wrap 11/Jun] Trade Hopes Rise, But Inflation Fog Thickens

A tentative trade deal lifts sentiment, but with key economic data on thinner footing, investors brace for noisy signals ahead of the CPI print.

Jun 11 •

Raghav Vashisht

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[Macro on Microchips] Broad Gains in Semis, But Still No Conviction Trade

Fund Flows Defy Price Action in Cautious Semiconductor Rally.

Jun 10 •

Raghav Vashisht

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[Mint Daily Wrap 10/Jun] Silver Soars, Oil Wavers, and Iron Ore's Precarious Stand

Markets balance Fed cut bets against China's demand reality as silver steals the spotlight.

Jun 10 •

Raghav Vashisht

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[Mint Daily Wrap 09/Jun] Markets Steady on Trade Optimism, Even as China Slips and Silver Stands Out

Markets lean on U.S.–China thaw and solid jobs data, while China’s slowdown and silver’s strength point to a more complicated global picture.

Jun 9 •

Raghav Vashisht

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