A new migrant wave threatens Europe. How will the refugees be used as a tool of war or as an election game changer? We take a closer look at illegal migration to Europe and how the phenomenon continues to shape European politics and economics. To read the full...
The de-dollarization chatter is back after the IMF COFER data showed a new drop in the relative size of USD FX reserves in Q4-2022. Currently, everyone agrees that the USD will weaken from here, which is when you need to become worried. To read the full article, sign...
With the banking turmoil leaving the headlines (for now), we turn our attention towards the main themes in the broader macro landscape. What’s going on with inflation? What will the Fed do? Is oil turning bullish? And what about Japan? As always we keep you updated on...
An Overview These are the four Q2 situations we will be covering today. If a situation has less than “medium” geopolitical risk but a “high” market risk, we don’t spend time on that – but rest assured that the rest of our...
Evidence is gathering that the SVB-fueled banking stress indeed will turn into a recession, but instead of a fast and rapid liquidity driven recession, we are rather slow-walking into a credit crunch over summer. To read the full article, sign up for a 14-day FREE...
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