EM by EM #38: Inflation Returning with a Vengeance?
Increased freight rates could lead significant players in China to delay imports and turn to local demand, depleting existing stockpiles. In the...
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5 Things We Watch: USD-flation, Global Inflation, US Labor Market, Japan, Bitcoin
Global macro never sleeps, and this week is no exception. The new year has started off with a blast, and it looks like dynamics all of a sudden...
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USD Liquidity Watch: Trading the end of QT
Welcome to another edition of our USD Liquidity Watch series. The investment bank consensus is now (finally) converging towards our long-held view...
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What’s next in the Red Sea and Taiwan?
Welcome to the second Great Game of the year. What an action-packed start to 2024 we’ve had in geopolitics, and the coming weeks are looking no...
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Positioning Watch – Risk aversion is back?
The latter half of 2023 was all about the soft (perfect) landing narrative, which made markets party like there was no tomorrow. It almost looked...
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