China Watch: No one has noticed that China is exporting INFLATION again..
Welcome to our weekly EM editorial where we shed light on the most important developments in the EM space in the context of the impulses from the...
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US CPI Review – Everything is soft in April
Main Takeaways: Core inflation is still way too hot, but this report speaks well to the crowd hoping for rate cuts. Food and Shelter are the two...
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Out of the Box: Don’t worry about the real rates spread, ECB
Even though manufacturing data and headline HICP year on year in the Euro Area are screaming for easier financial conditions, the ECB seems...
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Great Game – Why Putin fired Shoigu and Why Biden is going tough on China
Welcome to this week’s geopolitical update, the Great Game. This week we’re covering Putin’s surprise sacking of Defense Minister Shoigu as well...
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Energy Cable: Nowcasts hinting that April was a big false flag
Before we start we need to talk about freight rates as they are telling for the overall demand cycle. The Shanghai Containerized Freight Index...
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