5 Things We Watch: Iran, China, Crypto, Inflation and the Fed
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 The Macro Connoisseur, Professional or...
The Great Game – Iran-USA War?
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 The Macro Connoisseur, Professional or Crypto plan. Already a member? Login...
Steno Signals #84 – The Red Sea troubles are spreading FAST!
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...
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