EM by EM #23 Playing the least dirty laundry vs the dirtiest
When things seem to be spiraling downwards, trades that capitalize on relative weakness often present favorable risk-to-reward opportunities. We’ve recently entered such a trade ourselves To read the full article, sign up for a 14-day FREE trial of the The Macro...
5 Things We Watch – EUR Inflation, Ifo Survey, Swedish CRE, Deposit Flights & Nuclear/Uranium
Markets are finally sensing that something is rotten in the economy. We have a look at what to stay on top of in the weeks to come. 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?...
The Great Game: Why Russia is Really Cutting Diesel Exports
Russia has cut off its diesel exports – but why? What’s the big plan and how will it affect support 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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