Good Morning, America: Not a disinflationary biggie

Good Morning, America: Not a disinflationary biggie

The disinflationary vibes are not tattooed all over this inflation report despite a cooling yearly inflation pace for the seventh consecutive month. BUT.. do note that Powells target variable keeps cooling!

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The Great Game: Iran Under Attack – Our Quick Take

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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The Great Game #7 – German Panzers in Ukraine?

The Great Game #7 – German Panzers in Ukraine?

Whoa, what a week it has been in Ukraine. Russian calls for ceasefires, rumours about Putins imminent death and now the prospect of German Panzers rolling around Ukraine. Have we just entered 1943 and not 2023? And does the huge influx of Western armored vehicles change our outlook on the war?

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Steno Signals #27 – The tanned grinch

Steno Signals #27 – The tanned grinch

Lagarde starred in the role as the slightly more tanned Grinch as central banks decided to ruin Christmas. Structural liquidity doesn’t look too bad and 2023 is not necessarily the year of the bear.

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