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Watch Series

The “Watch Series” is a collection of individual series such as Europolitics Watch, Inflation Watch, Real Estate watch and much more. Stay tuned for in-depth coverage of your favourite subjects.

Wage Nugget: Are Unions Grabbing The Last Chunk Before Exit?

Macro Nugget: US Banks

The banking crisis theme seems to be losing steam in the media. But is it really over yet? 4 charts on the trouble

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Wage Nugget: Are Unions Grabbing The Last Chunk Before Exit?

Services Nugget: How do the Central Banks react?

We are well under way in our Services Week with our focus on Services and in this note we wanted to highlight the issues central banks could face in a scenario in which manufacturing outpaces services.

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Asset Allocation Watch: Still early innings for US cyclicals?

Asset Allocation Watch: Still early innings for US cyclicals?

While liquidity was on everyone’s lips 6 months ago, the net effects have been somewhat benign. Meanwhile, PMIs and inflation seem to be running the show. It appears that services are weakening coincidently with manufacturing showing strength. Board or aboard cyclicals then?

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Wage Nugget: Are Unions Grabbing The Last Chunk Before Exit?

Macro Nugget: 3 Charts on US Labour market

The intricacies of the US labor market make it challenging to derive coherent insights. To shed some light on our perspective, here are three charts that aid in elucidating our view

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UK Watch – Are UK assets a go or a nogo?

UK Watch – Are UK assets a go or a nogo?

The UK has received some attention throughout the current economic cycle as they try to combat weakening growth together with inflation way above BoE’s target. Is now the time to buy UK assets, or is it still a nogo? We’ve run the numbers.

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Rates Watch: Anything weak enough to receive?

Rates Watch: Anything weak enough to receive?

Are any of the major economies weak enough to consider receiving interest rates? We look across the major rates spectrum to find receiver/payer value and find the UK to be the odd one out!

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Rates Watch: Anything weak enough to receive?

ECB Watch: Damned if you do & doomed if you don’t?

We have argued that risks of a more rapid disinflation in Europe are going under the radar. But as we get poor job opening numbers from the US, how do we assess the growth trajectory of the EZ and how will the ECB likely act?

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