Portfolio Watch: The USD Wrecking Ball Is Back
The USD has been on a roll since the firm US inflation report earlier in the week and we are approaching the point where European trade balances...
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The Week at a Glance: US CPI to Surprise Hawkishly Paired with a Surprise Rate Cut?
Welcome to our new “The week at a glance” publication. This week we look at the US CPI report, ECB- and BoC meetings and Scandi inflation from...
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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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Global Macro Research: Waiting on Words (And Data)
Chair Powell will deliver testimony to Congress, February employment data will be released, the ECB will make a decision, and Mira Chandan will...
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Money Watch: Trillions of USDs Are Waiting to Be Unleashed
Money trends were abysmal for most parts of 2022 and the early parts of 2023, but we are starting to see interesting trends arising in the global...
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