The Weekly Market Monitor – Valuation Woes and Currency Moves
Apple erasing USD 200 billion in market cap on marginally negative news confirms (US) Equities are priced for perfection.
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The S&P 500 Index Needs a Macro Miracle!
It would require a massive spike in the ISM Manufacturing Index and, hence, a boom in the US economy to remove the vast amount of equity market...
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The Weekly Market Monitor – Spending Pressure, Labor Lull, and Bitcoin Fatigue
Wage growth vs. excess savings. Will the US labor market start to weaken and cause a recession? Grayscale vs. the SEC and what it means for Bitcoin.
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5 Things We Watch – EU Inflation, US Labor Market, European Money Growth, UK Stagflation & IFO
Welcome back yet again to our weekly ‘5 Things We Watch’, where we take you through 5 of the topics that we follow in global macro this week.
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Rates Watch: Anything Weak Enough to Receive?
It’s been an ongoing struggle to be on the receiving end of rates for a couple of years and we generally find the rule of thumb to be the...
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