Asset Allocation Watch: Country Garden Melt-Down? 5 Charts on Cross-Asset Spill-Overs!
We have spent this Sunday evening trying to prepare ourselves for the opening given the turmoil expected in China after Country Gardens (the former...
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5 Things We Watch – Fed Overtightening, Curve Steepening, US CPI, BoJ & China
Welcome back to our Wednesday series where we take you through the world of global macro and what to look out for going forward. With US CPI being...
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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...
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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...
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Inflation Watch: Why Norway and the UK are the odd ones out on inflation
We have been banging the drum on soft inflation data in the US and in the Euro area for a while and we are currently seeing the very signs of that...
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