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Crypto Moves #42 – Where Do We Go From Here?
2024-09-06We turned bearish on Monday due to a worsening economic outlook, characterized by weaker growth and tightening liquidity in September. While the month will be challenging, it’s premature to declare ...Portfolio Watch – This NFP will allow September seasonality to unfold.
2024-09-06With the lukewarm NFP report out, we share our portfolio watch, update you on last week’s allocations, and offer some thoughts on where assets may be heading next! To read the ...EM Watch: China was WEAKENING even before the decline in Western demand
2024-09-06While we are waiting for Godot and his assessment of Payrolls, we take a look at Chinese momentum in the context of declining demand in the West. Are the wheels ...Something for your Espresso: NFP to set the mood for September
2024-09-06Ahead of the crucial NFP report we come with our suggestions for the figure and how markets will react in different scenarios, preparing you for how to trade the event. To ...Macro Nugget: Germany has never recovered from the energy crisis
2024-09-06Both IP and construction continue to look weak!Macro Nugget: Germany better stay good friends with the Americans
2024-09-05Germany is experiencing a bit of a China shock.
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