Macro Nugget: Why the price at the pump matters for inflation expectations
When oil prices increase, so does CPI by nothing else than through its direct influence on retail energy prices. This effect holds true when...
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Positioning Watch: Higher for longer vs Lower for longer?
Hello everyone, and welcome back to our weekly weekend Positioning Watch. The Central Bank bonanza week has come to a close, with only a few...
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Portfolio Watch: The wheels are coming off in Europe
Happy Friday and welcome to our weekly Portfolio Watch where we discuss trade ideas from a risk/reward perspective. Conclusions up front:– The...
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EM by EM #22 The Good, the bad and the ugly
EM’s are desperate for a weaker USD and may see some brief yet necessary breathing room from the pending US Government Shutdown.
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Energy Watch: Time for Nat Gas to Outshine Oil?
Back at the office after spending time with clients in the energy space with loads of discussions around the intersphere between Macro and energy...
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