Macro Nugget: Trillions of USDs waiting to be unleashed
If we look at M2 trends (narrow money + time deposit / MMFs and similar assets), the broad USD measure remains a staggering 18% above trend with...
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Money Watch: Trillions of USDs Are Waiting to Be Unleashed
Money trends were abysmal for most parts of 2022 and the early parts of 2023, but we are starting to see interesting trends arising in the global...
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Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
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Macro Nugget: Diverging US and Europe Inflation Outlook
Yesterday we got the full release of the February Ifo report from Germany. We note that price expectations in services ex. real estate fell almost...
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Macro Nugget: MAJOR tradeable gap opening between Germany and the US
We have been banging the drum on a potential sharp gap opening between inflation trends in the US and in Germany (or the Euro zone). The market...
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