5 Things We Watch: BoJ, JPY & CNY, Monetary trends, UST selloff & Biden’s visit in Israel
Welcome to this week’s edition of our weekly recurring ‘5 Things We Watch’. Which fool said macro was boring? Loads of moves to address but we’ve...
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EM by EM #25 Lighting the fuse in the Middle East?
Printing Oil instead of borrowing USD is what separates EM’s right now- and the Saudi’s still have leverage. USDCNY & USDJPY could prove to be the...
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China Watch – Foreign Direct Investment & Capital Controls
Welcome back to another piece on the ongoing turmoil in China, which seems to have slipped headlines over the last weeks as USDCNY has stabilized...
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FX Watch: The World Needs a Riyadh Accord More than a Plaza Accord 2.0
“I’ve said on many occasions that I think a market-determined value for the dollar is in America’s interest. And I continue to feel that way.”...
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The Weekly Market Monitor – Immaculate Disinflation, Spiking Yields, and the Waiting Continues
Inflation is collapsing and even turned negative in the Netherlands. Yet, bond yields continue to spike, providing ample downside risk for equities.
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