MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
The online discussion on the nuclear renaissance is scheduled for Sunday, featuring panelists Justin Hewn and Thomas Jam Patterson, and key news to...
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Suez Watch: Euro demand cannot cope with these prices!
Takeaways: Early weakness in European shipping demand, while US demand remains strong The freight rate story is more likely to impact USD-flation...
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5 Things We Watch – Inflation updates, Labor Market, Oil, Chinese equities & Growth
Welcome back to another ‘5 Things We Watch’, where we cover some of the things we look at in the current macro landscape. This week will be all...
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Inflation Watch: Adjusting for revisions, tax, seasonality and sunspots
This week will bring about a tonne of revisions- and weight updates in inflation numbers from the statistical bureaus on both sides of the...
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Macro Regime Indicator: Time to Embrace a New Economic Dawn?
The recent performance of the US economy prompts a reassessment of long-held market sentiments. As we witness an intersection of sturdy growth,...
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