Macro Nugget: Fluctuations and the Perception of Gravity
The central banks that accurately anticipated the post-inflation wave, or perhaps didn’t underestimate its magnitude, were those in...
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Recession Playbook: Here is how we think the recession will pan out
We have refrained from taking a decisive stance on the recession timing through the year and have generally had the view that recession risks (for...
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Macro Nugget: How do markets react to turmoil in Gaza/Israel?
We have taken a look at the data over the course of the last five stand-offs between Israel and Hamas/Palestine on the back of the atrocious...
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Steno Signals #68: There is NOT enough buyers for bonds amidst all this
A deal between the US/Israel and Saudi Arabia seems off the table after this weekend. Oil markets are physically tight still, but there are some...
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EM by EM #24 Tightening the noose on EM
This week’s standout story has undeniably been the startling EIA report from the US. Unless we receive a substantial revision or information that...
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