Macro Overview: A Review of Recent Events Impacting Our Investment Themes
Weekly Macro Review -Federal Reserve rules out early rate cuts, Russia/Ukraine conflict impacts oil prices, China's Q1 GDP exceeds expectations.
415 Views
Inflation Takes Centre Stage - QE Coming?
Inflationary pressures in the US are evident, putting more pressure on the JPY. US banks may be engaging in a back-door quantitative easing with...
262 Views
SLOOS Survey: The US Economy Is Re-Accelerating and Money Growth Is Back!
The demand- and supply for money has bottomed out! That is the overwhelming conclusion from the quarterly survey on banking standards released by...
252 Views
US Employment Data Confirms a Weakening Economy
The December US Employment report reveals a bleaker outlook with a significant loss of full-time jobs and a low creation rate of new full-time...
310 Views
Great Game – War over Oil… In LatAm?
Welcome to this week’s geopolitical round-up. We’ll have a look at the most recent events of which we have seen quite a few!Venezuela moving to...
265 Views