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Something for your Espresso: On a BOAT towards a recovery

Something for your Espresso: Month-end or trend?

The EURUSD reversal on the back of hot inflation in Europe was a surprising move, but one we fancy. The Chinese stabilization is walking a tightrope despite efforts from the authorities to prop up CNY asset values.

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Something for your Espresso: On a BOAT towards a recovery

Something for your Espresso: The melt up continues

Nikkei at 33-year highs again this morning as the melt-up continues. Falling inflation outpaces mediocre liquidity -and growth outlooks, which goes to show how a rapid disinflation can be seen as manna from heaven initially.

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