June PPI Shows Tariffs Pushing Up U.S. Costs
As the Trump Administration continues to up the protectionist ante with the threat of a additional tariffs on another $200 billion of U.S. imports...
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Week Ahead in Global Macro: 'Spitaly' Returns?, Oil Drops, US NFP/PCE, EZ CPI, Turkey, China in MSCI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We are strategic short Brent oil (through...
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Week Ahead in Global Macro: FOMC/ECB Minutes, EZ PMIs, Mattarella Decides, Powell/Bostic, BOK, SARB
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We re-engage in strategic short EUR-USD,...
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Week Ahead in Global Macro: Japan/EZ GDP/CPI, China FAI/Liu He, US Retails, EM MPCs (BCB, CBE, BI)
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We pulled the trigger on two conditional...
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April U.S. CPI Lower Than Forecasts But A Modest Overshoot Of The Fed's 2% Target Still Likely In Q2
Core CPI prices rose 0.1% in April, below expectations, and the year-over-year core CPI inflation rate held steady at 2.1%. Owners’ equivalent rent...
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