Article series
Trending
Dive right into our latest and most trending articles!
Portfolio Watch: Time to fade soft landers entirely?
2023-12-01
We did get a tad wrongfooted today on our ISM prediction. Despite having seen some decent returns lately the print works against our December call despite Powell doing his to ...OPEC, EIA and Nat Gas Watch: A lukewarm but bullish supply cut
2023-11-30The Saudis got parts of OPEC+ to play ball, but the uncertainty looms after hints of non-compliance emerging already. If the deal is complied with, the oil market will remain ...Crypto Moves #4 – One Down, One to Go
2023-11-30The systemic risks of crypto were substantially mitigated last week as Binance settled various charges with multiple US agencies. Despite this clearly positive news, the crypto market did not react, ...EM by EM #32: Keep calm & Carry Lira?
2023-11-29Turkey is teetering on the edge of normalization, but the Lira’s stability remains in jeopardy as Erdogan manages a difficult situation, albeit from a reasonably advantageous position. To read the ...Euroflation Nugget: Deep deflation tomorrow?
2023-11-29With Spanish and German inflation numbers out today, it’s almost safe to say that Eurostat will deliver a dovish number tomorrow as well. To read the full article, sign up ...5 Things We Watch: CBs, Eurflation, OPEC, Ifo, Dutch Politics
2023-11-29It’s Wednesday and that means time for another 5 things we watch where we hone in on the things that we have been most interested in over the last week.
Something for your Espresso: The one on Angola, short-sellers and ISMs
2023-12-01Markets remain unconvinced by the OPEC meeting, but history tells us to expect a strengthening quota compliance in coming months. Meanwhile, the ISM Manufacturing is likely to surprise ! ...Something for your Espresso: Time for a cup of milk in Frankfurt?
2023-11-30The dovish arguments keep piling up in the Eurozone, yet the Federal Reserve seems much more open to discuss potential changes to monetary policy in 2024. The ECB fears moving ...Something for your Espresso: Ueda’s next step
2023-11-29While our main focus today is EUR inflation we thought we would spend the morning report reflecting on the current dynamics between the Fed and BoJ. Read along below To ...
