EUR-flation Nugget: A brief nowcast update..
The inflation reports for January will be released in a week from now in Spain/Germany and other European countries. The early consensus in...
13 Views
Shipping Watch: Consider buying your Christmas presents now!
Let’s start with the current situation in the Red Sea. Things are very grim and the only container ships that currently dare to sail through the...
13 Views
5 Things – Inflation Divergence, China, Euro PMIs, NIkkei and Suez
This week we are watching out for the following 5 topics within global macro: US vs EURChina Stimulus Euro PMIsNikkeiSuez1) Inflation comeback in...
16 Views
Equity Watch: Japan – Board or abort Nikkei 225?
Welcome to this chart-dense edition of the Equity Watch, where we zoom in on the Japanese Nikkei 225 and ponder whether it’s too late to...
18 Views
ECB Watch: Trading the January lull
The ECB is unlikely to rock the boat on Thursday but we still find strong risk/reward in betting on substantial forecast errors by the staff in...
11 Views