We cover the Mexican election and market reactions, the initial effects of Trumps verdict and finally the fragile Gaza peace process
Israel-Iran War Coming?
Are Israel and Iran headed for war? We give our analysis and paint out the most likely scenario.
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Something for your Espresso: Chinese deflation arriving in Europe but not in the US
The gap is growing between the US and peers. Both on inflation and unemployment. Will this lead to surprising rates decisions already this week? Meanwhile, we don’t think energy prices will drop because of Israel pulling out troops.
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The Great Game – Dutch Right Swing
Is Geert Wilders a non-event for markets or a signal that Europe is moving right? What is going on with the attacks on Israeli shipping? We take a closer look on the week in geopolitics
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Great Game – Truce in Gaza?
We are edging closer to a truce in Gaza – but what does that tell us about Israel’s position and the future of the Middle East?
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Great Game – The 3 biggest geopolitical risks for markets right now
Why are world powers moving naval assets to the Middle East and why does it matter for your portfolio? And what’s going on in Congress? Read it all in this week’s Great Game
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Great Game – Calm before the storm?
Are we in a calm before the storm is unleashed on Gaza? We deliver answers on three key geopolitical questions.
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5 Things We Watch: BoJ, JPY & CNY, Monetary trends, UST selloff & Biden’s visit in Israel
While tension keeps mounting in the Middle East, we’ve decided to broaden the global macro-horizon. From rising pressures in Japanese policy and the preceding Asian currencies to monetary trends in EUR and USD, and everything in between. We break down this week’s most noteworthy developments.
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The Energy Cable #42 – Quiet self-gratulation and then onto natural gas and crude oil
Horrid scenes and continued unrest in the Middle East with major oil producing nations perhaps getting involved. What are the probable implications for oil, and how about natural gas given the winter ahead and Europe’s dependence?
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Great Game – What comes next for Hamas and Israel?
Is it 1973 all over again? What is Hamas’ masterplan? How will Israel respond?
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Macro Nugget: How do markets react to turmoil in Gaza/Israel?
The market opening hints of a stronger USD, higher energy prices, and slightly rising long bond yields. Is the opening price data backed up by empirical evidence? Let’s have a look.
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The Great Game: Iran Under Attack – Our Quick Take
While still early days, it certainly seems like Iran is the target of a planned, organized wave of drone strikes. Is it a response to Friday’s attack on the Azeri embassy? Is it a US plot to halt Iran’s nuclear ambitions? What’s the endgame?
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