Great Game: Is a Hung Parliament bad news for markets?
In the blistering heat of summer, Spanish voters went to the polls on Sunday. It was expected to be a tough race for incumbent centre-left Prime...
235 Views
Out of the Box #12: What if the deacceleration of EZ inflation starts to outpace that of the US?
With the disinflation narrative starting to catch momentum, a long-awaited process that we have anticipated would kick in late Q1 or early Q2, we...
400 Views
5 Things We Watch – PMIs, FX, Japan, Brazil, Inflation
Welcome to this week’s edition of ‘5 Things We Watch’, where we take you through 5 things that we have found particularly interesting in the past...
270 Views
FX Watch: Have FX Markets Sniffed out an Upcoming Rebound?
In this edition, we will focus on whether FX markets sniff out the cycle ahead of other asset markets. Is the USD a bellwether of global trends or...
266 Views
The Energy Cable #29 – A weak USD paving the way for commodities?
Welcome to your weekly maverick energy newsletter from both sides of the pond. Stars are starting to align for energy as i) the business cycle...
227 Views