Services Nugget: How Do the Central Banks React?
Takeaways: Divergence between Fed and ISM sentimentOPEC cuts and manufacturing bullish oil? More ground to cover for Powell to be reflected in USD...
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Out of the Box #18: Time for the Second Inflation Wave? AAAAAAH!
In our Out of the Box series we aim at addressing emerging topics before they turn into consensus narratives to be ahead of the curve in price...
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Energy Watch: Can Oil Rally 25% Further in Q4?
Welcome to this short and sweet Energy Watch on the back of the Saudi/Russian decision to prolong cuts of supply through Q4. It leaves a smell of...
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5 Things We Watch – EU Inflation, US Labor Market, European Money Growth, UK Stagflation & IFO
Welcome back yet again to our weekly ‘5 Things We Watch’, where we take you through 5 of the topics that we follow in global macro this week.
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Rates Watch: Anything Weak Enough to Receive?
It’s been an ongoing struggle to be on the receiving end of rates for a couple of years and we generally find the rule of thumb to be the...
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