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...
369 Views
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...
360 Views
Ifo Watch – Is Germany rebounding against all odds?
The nationwide figure was released today at 14.00 CET, and despite headline CPI surprising a tad dovish compared to consensus of 0.2% MoM, we had...
1.1k Views
Positioning Watch – AI (NVIDIA) is overshadowing everything else
Hello everyone, and welcome back to our weekly positioning watch. Equities have been dragged higher over the past week after NVIDIA published yet...
1.2k Views
The Week At A Glance: Another hawkish EUR-flation surprise?
Welcome to our weekly overview of the most important key figure releases and how to trade them. We generally see a week of bad inflation news...
194 Views