The Latest IMF Study on Inflation Calls for Even More Rate Hikes!
Based on an extended IMF analysis of 100 inflation shocks in 56 countries since 1971, the risks of premature celebrations are high!
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Steno Signals #65 – The 4 things that worries me the most in global macro right now
I have four major worries around the current macro setup. The long consensus in bond positioning is worrisome paired with rising energy prices
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Positioning Watch: Is Anyone Even Invested in China at This Stage?
We hope you have enjoyed our China Week coverage with extensive analysis on the ongoing malaise in Chinese Real Estate. Positioning in CNY markets...
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Soft commodities dominate 2023 - US orange crop falls to 86-year low
USDA on Tuesday pegged the 2022-2023 U.S. orange crop at 62.25 million boxes (2.57 million tonnes), an 86-year low and down 23% on the year.
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The Third Horseman
The arrival of War so soon after Pestilence or Plague has unsurprisingly led many to speculate (some idly, others determinedly) as to whether the...
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