'Bidenomics' Delays Recession, but USD Rebound & Fiscal Reins Are Tipping Points
US averts recession before Q4CY23, as Bidenomics is buoying investment. Strong USD helped in H1 but will be a drag in H2CY23. Fiscal spending reins...
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Great Game: Will F16s destroy Russia? Will BRICS destroy the USD?
Welcome to this week’s Great Game which will focus on two hot current topics and how to understand them – first the F16 donations to Ukraine and...
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FX Nugget: Can the PBoC defy gravity? 7.30 watch
Our new “Nugget” concept is designed to deliver the very best charts and visualizations of key macro topics in a very palatable way. One nugget,...
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The Energy Cable #33 – The handoff – From positioning to fundamentals
Steno Research: Stubbornness despite Chinese demand woes As China’s economic woes deepen with the housing market slumps, we note that the demand...
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Investment Screening: Why Biden’s Order is Actually a Good Sign for US-China Relations
On August 9th, President Biden signed an executive order which addresses investment from US companies and individuals into China. The executive...
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