This week in 5 Things We Watch we are honing in on US vs EUR rates/inflation, China stimulus, Euro PMIs, Japanese equities and the Suez troubles. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
Welcome to this week’s Great Game! There’s a whole lot to cover in geopolitics currently, so let’s get straight to it: Peace in sight? As presented last week, the US is looking at a complex ‘decision matrix’ in the Red Sea Crisis. The State Department have been...
It remains an overwhelming consensus that a strong cutting cycle is in the cards, but there is growing uncertainty around the inflation outlook that is yet to be reflected in market pricing. Money trends are not tight enough. To read the full article, sign up for a...
Geopolitics and fiscal excess are fueling price pressures in global macro. But there’s one actor that could combine the two and undermine the inflationary momentum To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan....
This week’s 5 things we watch with hot topics. This week we’ll cover US recession talks and financial conditions. We’ll also hone in on both US and European inflation and finally talk rates expectations. To read the full article, sign up for a 14-day FREE trial of the...
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