After the pandemic, PMI numbers such as ISM have been subject to critism due to their weakness in predicting hard data such as industrial production. The reasons behind being many, but it is worth mentioning seasonal adjustments, which have been off, and a negative...
With Biden catching up in polls, what effect could the “Hush Money” trial have on Trump’s campaign? To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
Last week in an interview with CNBC in Washington Lagarde said that “It looks as if Germany might have turned the corner” in terms of industrial productivity. We certainly don’t hope that Lagarde has had a glance at last week’s Ifo report, because if she did she...
The list of triggers for a material devaluation of the CNY keeps getting longer and action is probably imminent. The question is how markets will react to such an event and whether it will prove to be a new trend. To read the full article, sign up for a 14-day FREE...
Equities are back to winning ways, while USD rates traders agree on 0 cuts this year being a probable scenario. Meanwhile, China is likely preparing for a devaluation of the CNY, and the intervention risks in JPY pairs increases, and the next macro battle in 2024 will...
Recent Comments