Macro Nugget: All eyes on German inflation
We get German CPI pritns today and after the latest Ifo report the labor market shows signs of cooling. Given the hiring intentions of German firms, Lagarde should also pivot her focus from prices to employment, following the steps we have seen from Powell over the...
EM Watch: 5 Charts on the Nosediving Chinese Indicators!
The Chinese momentum has come to a sudden halt, and we think it is related to the front-loading of imports due to tariff fears. Could China become the victim of a wait-and-see approach until after New Years? To read the full article, sign up for a 14-day FREE trial of...
Macro Nugget: OPEC Moves May Destabilize Oil Prices
Goldman Sachs has highlighted concerns regarding crude oil, noting the potential for OPEC to discipline non-OPEC countries by reversing supply cuts. Things could get spicy in crude oil prices if OPEC decides to reverse its supply cuts amid global economic weaknesses....
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