We are now one step closer to a complete normalization of the monetary policy in Japan and I guess it is safe to say that the only thing that is normal in this cycle is that monetary policy returns to “normal”. The boomer trades are back! To read the full article,...
It’s central bank week again, and that of course means that we provide you with all you need to know ahead of the big meetings. Recent inflation numbers have pause written all over it, but will central bankers keep their hawkish tone? To read the full article, sign up...
With Spanish voters leaving neither the centre-left or the centre-right with a clear majority – what does the ‘hung parliament’ mean for markets and European politics? To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or...
We are back for another big Central Bank week. 7 charts we think are worth paying attention to in the EM space as DM central bankers approach their final hike To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a...
We are at macro crossroads as markets start to chase a cyclical rebound in the economy. Is a cyclical rebound a true possibility or is this the famous fatamorgana of a soft landing just before the actual recession kicks in? To read the full article, sign up for a...
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