Portfolio Watch: Aboard the train but starring at the emergency exit
As we laid out last week our hands are up in the air long everything like we just don’t care- except bonds.The reason is that the existing regime...
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EM by EM #40: Chinese Promises and Mexican Traps
Key takeaways:The Chinese rally seems driven by talk rather than action- a warning to bulls as it is could reverse as swiftly if the rumours...
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ECB Watch: The ECB is likely wrong on all major parameters
The ECB is currently in motion, taking gradual steps towards a potential interest rate cut. This development signifies a noteworthy acknowledgment...
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EUR-flation Nugget: A brief nowcast update..
The inflation reports for January will be released in a week from now in Spain/Germany and other European countries. The early consensus in...
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Shipping Watch: Consider buying your Christmas presents now!
Let’s start with the current situation in the Red Sea. Things are very grim and the only container ships that currently dare to sail through the...
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