Buy the fear and sell the hype is our overarching mantra in EM these days. Read how below! To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
Macro is on the move and we have diverging trends in inflation. Find our brief overview of the five themes that move markets the most this week in global macro. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a...
Are Iran and the US headed for war? What steps lay ahead of us? And how could it spill over in to oil prices and inflation? To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
The issues in the Red Sea are spreading from containers to dry bulk and energy. The impact from the Red Sea will not be seen short-term, but it may prove to be a sneaky and relatively lasting positive impact on inflation. To read the full article, sign up for a 14-day...
As we conclude a busy midweek with loads of matter to digest in a global macro we will this week attempt to make an odd synthesis between the recent events in China its importance for price action and how we look at it going forward and Trump’s success in New...
Recent Comments