EM by EM #20 Another Energy Squeeze in the Cards?
Emerging market central banks demonstrated their foresight in 2021, acting ahead of the curve. However, there is a looming concern that the...
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Services Nugget: How Do the Central Banks React?
Takeaways: Divergence between Fed and ISM sentimentOPEC cuts and manufacturing bullish oil? More ground to cover for Powell to be reflected in USD...
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Out of the Box #18: Time for the Second Inflation Wave? AAAAAAH!
In our Out of the Box series we aim at addressing emerging topics before they turn into consensus narratives to be ahead of the curve in price...
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5 Things We Watch – ISM, Energy, German manufacturing, US labor market, Global Rates
Happy Wednesday, and welcome back to our weekly edition of 5 Things We Watch, where we take you through the 5 things that we are keeping an eye on...
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Services Week: What to Buy if Manufacturing Rebounds While Services Weaken?
This week’s theme is the weakening in the services sector amidst manufacturing potentially looking to rebound. We aim to cover all asset classes,...
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