CPI Reaction Watch: Cementing a hike in November/December?
September’s CPI numbers just dropped with a small surprise in the headline, coming in at 0.4% vs 0.3% expected (3.7% YoY vs 3.6% expected), while...
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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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The Energy Cable #41: There is something rotten in the state of EIA
Welcome to this week’s energy cable. In this edition, we will delve into last week’s EIA report and provide insights into the natural gas...
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