5 Things We Watch: CBs, Eurflation, OPEC, Ifo, Dutch Politics
It’s Wednesday and that means time for another 5 things we watch where we hone in on the things that we have been most interested in over the last week. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member?...
The Great Game – Dutch Right Swing
Is Geert Wilders a non-event for markets or a signal that Europe is moving right? What is going on with the attacks on Israeli shipping? We take a closer look on the week in geopolitics To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or...
Steno Signals #75 – The 2007/2008 playbook is useful again
The “soft landing” narrative has gained material momentum in the mainstream coverage ahead of 2024, which is a clear risk to the outlook. It always looks like a soft landing until the nosedive. To read the full article, sign up for a 14-day FREE trial of the Basic,...
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