Inflation Watch: What if the Cyclical Prices Are Not Truly Tamed? Lessons from Canada and Sweden
If you know me, you know I have a thing for charts, especially those showing momentum in the macro cycle. Forget nominal levels; it’s the rate of...
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Great Game – Israel and Hezbollah headed for war?
Hello and welcome to this week’s Great Game. We have a lot of current geopolitical events to cover, so let’s get to it!Israel and Hezbollah headed...
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The Week At A Glance: Time to bet against the USD?
Greetings from Europe!The Week At A Glance replaces our Morning Report each Monday as it allows for a deep dive into the economic releases and...
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EM Watch: Is the Chinese copper demand down 40%?
Welcome to our weekly EM and Metals editorial. It’s hard not to talk about China again this week, given the importance of the metals trade for...
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Crypto Crisp: Imminent Surge in Liquidity
Last Wednesday, the U.S. Consumer Price Index (CPI) for May was released, showing soft inflation. However, during the U.S. Federal Reserve’s (FED)...
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