Out of the Box: 6 Reasons the Fed Will Be Hiking Rates in 2024
Even though the Santa rally in US STIRS has largely been reversed, markets are still pricing in 2.5 full cuts by the end of this year or so with...
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5 Things We Watch – EUR-Inflation, Central Banks, The Business Cycle, Positioning & Commodities
Welcome to our weekly ‘5 Things We Watch’, where we take you through 5 of the things we look out for in global macro. With markets hawking up Fed...
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Macro Regime Indicator: From Stealth QE to Stealth QT
Welcome to our Monthly Macro Regime monitor. Coming into March, we wrote that “We see little change to the optimistic and risk-favoring sentiment...
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Energy Cable #63: It is still all eyes on China
Solid PMI numbers out of China supporting the reflation story. Steel Production looks ok. There is still potential for the USD to throw a wrench in...
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Portfolio Watch: Inflation DIVERGENCE is growing
Morning from Europe with low activity across markets due to Easter Friday. Our daily coverage returns on Tuesday (including Something for your...
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