While still early days, it certainly seems like Iran is the target of a planned, organized wave of drone strikes. Is it a response to Friday's attack on the Azeri embassy? Is it a US plot to halt Iran’s nuclear ambitions? What’s the endgame? To read the full article,...
When the TGA is built up due to T-bills issuance, the ON RRP usage drops, which net/net means that USD liquidity keeps printing at more benign levels than anticipated by many. This will continue throughout February and March To read the full article, sign up for a...
Every Wednesday our Head of Research, Andreas Steno, goes through the 5 most important themes/charts in global macro right now and how we assess them. Enjoy! To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a...
Who would have thought that a single Danish alt-right incel burning a book in Stockholm would have geopolitical consequences? Well, that is 2023 for you! To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member?...
Waller from the FOMC has hinted when the QT process ends. The current debt ceiling stand-off is likely to prolong QT in this Waller framework, while the terminal value of USD reserves remains the same. To read the full article, sign up for a 14-day FREE trial of the...
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