Macro Nugget: Is the UK Prepared for the Winter?
We have recently witnessed a minor surprise in both Swedish and US inflation rates. With the UK next in line, it seems appropriate to take a brief...
244 Views
Steno Signals #69 – The recession playbook
Happy Sunday everyone and welcome to our flagship editorial!I will keep it short and sweet this week on my way to Mallorca! We have now formalized...
389 Views
Portfolio Watch: The Art of Resisting Panic
The world has seen significant changes since the last release of Portfolio Watch, marked by the tragic events in the Middle East.
306 Views
5 Things We Watch: Recession, Gasoline, Temperatures, Geopolitics and Portfolio
This week we are watching out for the following 5 topics within global macro: Recession, Gasoline, Temperatures, Geopolitics, Portfolio.
291 Views
The Energy Cable #41: There is something rotten in the state of EIA
Welcome to this week’s energy cable. In this edition, we will delve into last week’s EIA report and provide insights into the natural gas...
242 Views