It’s Wednesday, and that calls for us to dissect 5 topics that we follow in Global Macro currently. What to expect from today’s panel discussion between governors? How is it going with the ongoing fragmentation of Europe? And will Riksbank hike 50bps like Norge’s...
Who are the winners and losers of Prigozhin’s short-lived rebellion? What does this have to do with ISIS? To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a member? Login...
2021 will be remembered as a great policy error year at the FED and the ECB. But other central banks saw the inflation coming. Will they be in front of the curve again in 2023? To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur,...
Geopolitics remain tricky to trade and we don’t see any strong risk/reward trades on the back of the turbulence in Russia over the weekend. Meanwhile, Europe remains an odd consensus bet, while UK inflation and US housing markets risk wrongfooting everyone. To read...
Russia is heading into civil war. Is this the end of the line for Putin and what does it mean for Ukraine? To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a member? Login...
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