


EM Cycle Watch: South Korea a good buy?
Amidst some EARLY resurgence in China and signs of cyclical rebound, South Korea looks increasingly compelling. Could this convergence of factors signal a strategic entry point into South Korea’s manufacturing and AI-focused market? To read the full article,...
5 Things We Watch: US & Europe inflation, OPEC, Shipping, Bitcoin boom
This week “5 Things We Watch” dives into the divergence between US and Europe inflation, OPEC continuing its cutting cycle, focus on shipping distortions in energy and Bitcoin boom. To read the full article, sign up for a 14-day FREE trial of the The Macro...
Macro Nugget: Diverging US and Europe inflation outlook
Yesterday we got the full release of the February Ifo report from Germany. We note that price expectations in services ex. real estate fell almost 10 percentage points. One of our high conviction macro bets for this year is the major divergence between US and Euro...
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