EM by EM #34: Xi’s Whip and Powell’s Kneeling
Despite aiming for growth, China won’t employ potent fiscal or monetary policies; instead, the focus is on boosting confidence and shaping a...
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5 (+1) Central Banks We Watch – Fed, ECB, BoE, Norge’s Bank, BoJ & BCB
It’s central bank week once again, and that of course calls for us to share our thoughts ahead of the biggest meeting over the next week with...
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USD CPI Review – A slightly hawkish surprise
Conclusions up front: A hawkish CPI surprise, especially in the details. The FOMC can construct both a dovish and a hawkish narrative based on...
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US Rates Nugget: More stagflation confusion from the NFIB
As per usual, we get some of the most interesting early evidence on inflation already ahead of the monthly CPI report with the release of the NFIB...
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Energy Cable #49: Ouch …..
Main take aways: Long utilities in Europe. OPEC looks like losing control with the market. SPR purchases could floor Oil markets here. Last week...
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