5 Things We Watch: Recession, Gasoline, Temperatures, Geopolitics and Portfolio
This week we are watching out for the following 5 topics within global macro: Recession, Gasoline, Temperatures, Geopolitics, Portfolio.
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CPI watch: 6 charts on a soft’ish inflation report
The CPI report is like to surprise on the dovish side. Especially used cars and transportation services will surprise on the low side. The Fed is...
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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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