5 Things We Watch – US CPI, Japan, China, Germany & Central Banks
Welcome back to our weekly 5 Things We Watch, where we go through 5 things that we keep an eye on in the world of global macro. With Japanese wage...
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Policy Watch: The German ‘Debt Brake’ on EU Green Tech Ambitions
In November 2023, Germany’s constitutional court made a landmark ruling that had significant implications for the country’s budget and investment...
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Out of the Box: Cut Rates if You Want Lower Inflation, Powell
In our “out of the box” series, we aim at being ahead of the current consensus narrative and think of the next theme that could drive price action...
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The Sun Is the Same, in a Relative Way, but Vol Is Lower
Last week's key events included Federal Reserve Chair Powell's testimony and the non farm payrolls report, with a focus on the need for more data...
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Are We Heading for a Volatility Event?
Notably, Semiconductors (light blue), Gold (depicted in blue), High-Yield OAS (in red), and Bitcoin (represented in black) exhibit remarkably...
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