Midweek has arrived and that calls for a rundown of the five things we watch the closest. As is the custom every Wednesday, we will take you through these most important themes (and charts) in macro and summarize how we interpret them. Dig in! To read the full...
We have been spending countless hours discussing the liquidity outlook in the US, but developments elsewhere are equally as interesting. JPY and CNY liquidity is on the RISE, which has turned the tide on “global liquidity”. Position accordingly? To read the full...
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...
Hopes are high in the West with Leopards soon being let loose in Ukraine. But we see a much darker time ahead for the Ukrainians. We deliver you our 3 current conclusions and 3 key predictions on what’s next. To read the full article, sign up for a 14-day FREE...
Economic data is currently all over the place, but the bottom-line is clear. The recession is NOT here, and judging from our probability models it may take another while (at least until Q3). This is in sharp contrast to sentiment entering 2023 and not least...
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