


Macro Nugget: Trump firmly in the driver’s seat
After last night’s presidential debate Trump looks likely to become the next US president while Biden’s chances took a massive hit. Meanwhile Gavin Newsom’s chances among book makers has risen sharply over the last few days as markets are...
EM Watch: Western investors are tired of China and Japan “crying wolf”
The JPY is once again suffering from a weak CNY, and the metals trade is not performing despite FX debasement risks in Asia. Have markets gotten tired of the co-ordinated “cry wolf” rhetoric from Asian monetary authorities? To read the full article, sign up for a...
Great Game – Israel and Hezbollah headed for war?
In our weekly geopolitical overview, we cover Israel-Hezbollah tensions, attacks on a beach in Crimea and an exciting political week ahead. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a...
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