Portfolio Watch: NVDA or Bust?
Hello everyone and welcome back to yet another assessment of our macro book- and as per usual accompanied by our current macro outlook!We knock on...
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USD Inflation Watch: Softer than recently seen – May back in play!
Welcome to a short and sweet preview of the US CPI report on Tuesday. The revisions for 2023 came in just a few moments ago, and they barely moved...
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MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
The online discussion on the nuclear renaissance is scheduled for Sunday, featuring panelists Justin Hewn and Thomas Jam Patterson, and key news to...
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Suez Watch: Euro demand cannot cope with these prices!
Takeaways: Early weakness in European shipping demand, while US demand remains strong The freight rate story is more likely to impact USD-flation...
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5 Things We Watch – Inflation updates, Labor Market, Oil, Chinese equities & Growth
Welcome back to another ‘5 Things We Watch’, where we cover some of the things we look at in the current macro landscape. This week will be all...
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