Inflation Watch: Adjusting for revisions, tax, seasonality and sunspots
This week will bring about a tonne of revisions- and weight updates in inflation numbers from the statistical bureaus on both sides of the...
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Macro Regime Indicator: Time to Embrace a New Economic Dawn?
The recent performance of the US economy prompts a reassessment of long-held market sentiments. As we witness an intersection of sturdy growth,...
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SLOOS Survey: The US Economy Is Re-Accelerating and Money Growth Is Back!
The demand- and supply for money has bottomed out! That is the overwhelming conclusion from the quarterly survey on banking standards released by...
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Positioning Watch – Spread-trades are the way to play the current environment
Very interesting dynamics in markets lately, with the NFP report Friday shocking markets at first glance before sending them back into rally-mode,...
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Energy Cable: Crude Oil Above 80.. It Was Fun While It Lasted
It seems like all it took was one bulletin from Al-Jazeera about a potential ceasefire between Hamas and Israel for crude oil to lose all its...
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