The Weekly Market Monitor – Valuation Woes and Currency Moves
Apple erasing USD 200 billion in market cap on marginally negative news confirms (US) Equities are priced for perfection.
414 Views
EM by EM #20 Another Energy Squeeze in the Cards?
Emerging market central banks demonstrated their foresight in 2021, acting ahead of the curve. However, there is a looming concern that the...
497 Views
Services Nugget: How Do the Central Banks React?
Takeaways: Divergence between Fed and ISM sentimentOPEC cuts and manufacturing bullish oil? More ground to cover for Powell to be reflected in USD...
417 Views
Out of the Box #18: Time for the Second Inflation Wave? AAAAAAH!
In our Out of the Box series we aim at addressing emerging topics before they turn into consensus narratives to be ahead of the curve in price...
462 Views
Out of the Box #17 How would US exceptionalism flip the table for the RoW?
US exceptionalism and shifting trade patterns benefit near-shoring names and commodity suppliers. The US policy goal is essentially...
328 Views