M1 Nugget: European money growth = ouch!
We track money growth notoriously at Steno Research and use the growth of money as a forward-looking guiding star for asset allocation. We just...
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Portfolio Watch: Waiting for Godot, Powell and 7.30
We have added a few Europe skeptical bets to our portfolio lately with short GBP/USD and EUR/KRW based on the logic that the Asian malaise will...
372 Views
The Weekly Market Monitor – One Strike, Two Strikes, …
Market reaction to lower-than-expected US inflation numbers and blowout NVIDIA earnings is different from what is used to be. Three strikes and out?
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EM by EM #18 – Why Jackson Hole is more important than Johannesburg
During an otherwise uneventful week, the International Finance correspondents are having a party. The first destination for the flying journalist...
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China Watch: The Big Losers from an Imports Pull-Back
Real estate isn’t the only sector in commotion. Chinese imports have plummeted and this too has implications for global markets. Without further...
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