Recession Nugget: What’s the deal with GDP and GDI
With the spread between GDI and GDP reaching historical levels we ought to dig into the numbers once again to figure out if this is just...
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Central Bank Watch: 5 charts on the Central Bank bonanza week!
It is a big central bank week with the FOMC meeting concluding on Wednesday, while four of the bigger European central banks report/decide on...
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Positioning Watch: Energy is not (yet) a consensus
Over the past week we received the monthly Fund Manager survey suggesting that UK and Europe are now (clearly) underweight relative to benchmark...
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US Economy Watch: The Recession That Never Came… Or?
Key takeaways up front: We see near-term upside risk to inflationThe labor market is softening in tandem with growth in real wages (rising...
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EM by EM #20 Another Energy Squeeze in the Cards?
Emerging market central banks demonstrated their foresight in 2021, acting ahead of the curve. However, there is a looming concern that the...
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