Recession chasing has become an obsession for many, but how can we use the current bankruptcy trend to trade the macro cycle in a clever way? Here are the findings from our bankruptcy studies. To read the full article, sign up for a 14-day FREE trial of the Basic,...
The differences in interest rate sensitivities across regions are starting to be highlighted in bankruptcy numbers, with the worst likely behind in more interest rate-sensitive countries like Canada and Sweden (due to more frequent refinancing of debt). In contrast,...
The Chinese apparent copper consumption is absolutely on the floor, while the copper market is turning bid again. Is the Chinese consensus getting too upbeat again? And how will it market in the West during the summer? To read the full article, sign up for a 14-day...
With global rates looking to be lowered without any hard landing, one of the economic bellwethers, Sweden, is signalling a return of positive sentiment real estate.
Tesla is emerging as the clear winner of the EU-China trade war so far – why is that? And why are markets so panicky over the French election? To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
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