Yesterday’s ZEW data revealed that the Euro upswing is getting closer to its end, while the news flow out of Commercial Real Estate continues to be negative
5 things we watch: The cyclical upswing, energy inventories, the BoJ governor, higher for longer and the consumer
Every Wednesday our Head of Research, Andreas Steno, goes through the 5 most important themes/charts in global macro right now and how we assess them. Enjoy!
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