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...
252 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...
238 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...
302 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...
262 Views
Steno Signals #75 – The 2007/2008 Playbook Is Useful Again
The soft landing narrative has seen material tailwinds over the past 6-8 weeks, while the recession narrative is fading fast.
333 Views