The Week At A Glance: Another hawkish EUR-flation surprise?
The consensus for EUR inflation is seasonally soft, while there is a seasonal adjustment uncertainty around the PCE release later this week. It looks like another relatively hot inflation week. To read the full article, sign up for a 14-day FREE trial of the The Macro...
Steno Signals #101 – Introducing the Washington DC Crypto Put!
The full-blown underpinning of crypto by Donald Trump increases the probability of pro-cyclical fiscal- and monetary policy. Ensuring a floor under Crypto developments is of utmost relevance ahead of the election for Biden. To read the full article, sign up for a...
Macro Nugget: On housing and shelter inflation in the US
While immigration in the US has contributed to easing labour shortage the added immigrants are putting pressure on housing, especially since multi unit housing has seen a decrease in construction throughout 2023 and 2024 (Assuming immigrants are most likely to live in...
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