The Weekly Market Monitor – The ECB’s Unreasonable Hike While the UK Falls into Recession
Markets got a dovish ECB hike but wrapped in a highly conflicting message, and one that will likely qualify as a policy mistake in hindsight.
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Portfolio Watch: Any juice left in the anti-Europe bet?
Welcome to our weekly portfolio watch! In this piece, we look at the developments in our portfolio and try to assess the risk/reward in current...
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PPI Nugget: New Pressures On Producer Prices To Come?
Energy is the main culprit behind the reacceleration but it is also starting to spill-over the various broader goods categories. The cyclical...
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EUR watch: Why the ECB outlook is 100% off in 4 charts
The ECB hiked as we anticipated and the EUR weakened materially alongside a dovish re-pricing of EUR rates. Smack dab at our forecast and...
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The Energy Cable #37 – The good old fossil fuels are back in business
Welcome back to the Energy Cable, where we always try to be concise and concrete about what’s going on in the energy space. The...
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