Business Cycle Watch – What if ISM Manufacturing rises to 56?
The ISM figure for May surprised negatively Monday, admittedly a short-term setback for the whole reflation story we have laid out over the past...
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EM Watch: The China bet and the copper story are both old hat by now
Welcome to our weekly EM editorial where we travel across the liquid EM markets in the context of recent developments in USD markets. ISM Services...
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Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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The Week at A Glance: The comeback of the (growth and inflation) cycle
Welcome to our short and sweet weekly overview of key events, our expectations and how we position for them. On ISM Manufacturing (Monday)Our...
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Inflation Watch – Is goods-flation a bigger issue for the BoE and the ECB than the Fed?
With the release of freight rate data earlier today, there are still good reasons to believe that goods inflation will arrive throughout the...
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