Steno Signals #71 – A First Taste of the Recession Sell-Off?
The biggest question to ask right now is whether the pandemic altered the geopolitical and- financial playing field to an extent that will allow...
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EUR Inflation Watch: A Dovish Surprise in the Making
We received the first inflation evidence from the Euro area already earlier today as the German regional office inBrandenburg released the...
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Ifo Watch: Signs of Disinflation Bottoming Out in Germany?
Takeaways: Some very gloomy signs in the IFO survey details with Capital Goods production expectations nose-diving in a recessionary fashion
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ECB Bank Loan Survey Nugget: Tight Supply and Even Less Demand
The net tightening of credit standards amongst Euro Area banks moderated slightly compared with the previous quarter, but the main impact of the...
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Portfolio Watch: Surfing the Boomer Wave
Hello everyone and welcome back for our weekly Portfolio Watch!We have had a great week here with our book as we have switched exposure from US...
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