Markets have started to factor in good news as bullish, which all of a sudden makes market pricing (on equities mostly) indicative of economic expectations once again. Are there still opportunities in the cyclical momentum?
Something for your Espresso: Is the Euro “upswing” coming to an end?
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
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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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