The short-term macro bet on the Chinese build-up of copper reserves seems more than exhausted. Cluster risks remain excessive in copper contracts maturing in July, while Lat-Am could be an interesting middleman bet in the meantime. To read the full article, sign up...
We cover the Mexican election and market reactions, the initial effects of Trumps verdict and finally the fragile Gaza peace process To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
We expect the release of ISMs and labor market data to rhyme with an increase in activity in May relative to April. The ECB meeting will likely be mostly about buying time after the (almost) pre-announced cut. To read the full article, sign up for a 14-day FREE trial...
We are getting unpleasant inflation surprises across the West again and the progress on inflation has even stalled in the Euro area. Can the consumer survive a prolonged period of inflation? To read the full article, sign up for a 14-day FREE trial of the Basic,...
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