PPI Nugget: New Pressures On Producer Prices To Come?
Energy is the main culprit behind the reacceleration but it is also starting to spill-over the various broader goods categories. The cyclical...
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US CPI Review – 10% increase in Energy Inflation!
What a report that just dumped in our inbox. Both core and headline surprise on the upside of expectations MoM, with headline increasing from 3.2%...
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Inflation Watch: A bottom above 2%? 10 charts on USD inflation
Welcome to our inflation watch ahead of the all-important US CPI report on Wednesday. Before showing our charts and models, we’d like to present...
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Steno Signals #64 – The one on ESG-flation, oil and other tangibles
Welcome to our weekly flagship editorial. Remember that you can always follow our portfolio live right here. As per usual, this is where you will...
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Positioning Watch: The USD Wrecking Ball & Oil’s Roaring Rally
In a week where the USD is celebrating its longest rally streak in 9 years with 8 consecutive weeks of outperforming currency peers, it’s...
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