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Great Game – What we know about Harris’ economic plan after DNC

When Will the Red Sea Crisis Be Over?

The Red Sea Crisis has enormous effect on global markets and threatens to cause a second inflation wave. But the real question is – when will it end? Here’s our prognosis of possible solutions

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EM by EM #37: The Taiwan election & the Trade war

EM by EM #37: The Taiwan election & the Trade war

The upcoming Taiwan election is just one chapter in the larger narrative of US-Sino relations, which is poised to return to the forefront of financial markets in the 2024 US election year. Will Taipei further contribute to the rising tension?

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Great Game – What we know about Harris’ economic plan after DNC

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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Steno Signals #69 – The recession playbook

Steno Signals #69 – The recession playbook

Recession models are mostly based on manufacturing, which currently rebounds leading to the conclusion that the recession risk recedes? But are actual recession risks rather on the rise?

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Great Game – What we know about Harris’ economic plan after DNC

Great Game: McCarthy blinked first

Congress reached a settlement and postponed the government shutdown – but where does this leave the Republicans, who seemingly blinked first?

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U.S. Debt Watch: Biden Lost $17B the First Day of 2024

U.S Debt Watch: Do we need this conversation again?

Pheew… close call! The bipartisan debt ceiling bill saved the U.S from economic disarray. Now we can all take a well-deserved summer holiday and bask in the sunshine of the long-term financial stability ensured by responsible lawmakers who have no interest in short-term solutions nor gains. But no – not so fast! We still have a looming government shutdown to attend to.

EM by EM #37: The Taiwan election & the Trade war

EM by EM #5 Stairs up and elevator down in China?

As the markets evolve, we adapt accordingly. Although the reopening of China’s economy is still ongoing, the optimism surrounding it is gradually diminishing. Simultaneously, the worsening economic data from Western countries indicate a significant slowdown. With the once-promising light at the end of the tunnel slowly fading away so do the flows. In this short piece we reveal our new position

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EM by EM #37: The Taiwan election & the Trade war

EM by EM #4 – Argentina and the real de-dollarisation

In recent weeks, social media and leading financial media have been flooded with sensational articles about the dollar’s demise. In this piece, I will provide an analysis of the actual immediate obstacles facing the American dollar where USD hegemony is being undermined. Given the current US debt ceiling theater, one can scarcely think of a better point of reference than the debt default champion of the Western hemisphere: Argentina

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De-Coupling or Detente? The Future of US-Chinese trade in the balance

De-Coupling or Detente? The Future of US-Chinese trade in the balance

For years, the US have struggled to find their footing vis-a-vis the new Chinese threat. We have seen countless attempts at “strategic pivots” and contructive meetings, but it’s no wonder if the Chinese are left with a feeling of confusion. What do the US actually want? What will be the next steps in Bidens “de-coupling” from China?

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