Week Ahead in Global Macro: Powell in Congress, Italian Elections, PMIs, US PCE, Brexit Speech
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short Italian stocks and bonds on...
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Chart of the Day: What Trump Should Be Tweeting About!
Evidence is building by the day that the US's economy late-cycle boom is now reaching boiling point in a text-book case of overheating (see Chart...
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Weekly Oil Views: Crude Ends on a Strong Footing as Market Fears Weaken
The crude market has begun re-connecting with its fundamentals but financial markets remain the main drivers of sentiment. This was evident in the...
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Chart of the Day: Smouldering Intensity
Fed Chair Alan Greenspan was a famous data maven, reportedly regaling his FOMC colleagues with arcane data series such as forklift truck sales in...
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Chart of the Day: Is the US Overheating?
The answer to this critical question for global investors is increasingly, yes! We already know that US final domestic demand boomed at an...
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