Even though manufacturing data and headline HICP year on year in the Euro Area are screaming for easier financial conditions, the ECB seems reluctant (or at least slow) to cut rates and rather prefer just to be the lagged Fed. If it is fear of wider real rates spread...
Does the dismissal of Sergei Shoigu signal desperation or confidence from Putin? And why is Biden suddenly escalating the trade war with China? To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
Full focus on the US CPI report and the consensus is heating up! Meanwhile, the UK labour market will be important ahead of a clutch UK CPI report the week after. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a...
As the pool of excess savings seems to be eroded, Freddie Mac has put forward a suggestion that holds the potential to unleash trillions of dollars. Will the US consumer fire on all cylinders again? To read the full article, sign up for a 14-day FREE trial of the...
It seems like freight rates are finally reacting to continued supply chain distortions in the Red Sea and a steady demand just as we had warned in our shipping piece ‘No news is bad news’ from the 19th of April. This week’s numbers showed an increase...
Recent Comments