Portfolio Watch: Peak Dovishness & more liquidity?
The speed at which financial market narratives shift nowadays never ceases to amaze us. Last quarter saw a notable drop in inflation expectations,...
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CPI Nugget: Kiss your 2% target goodbye, Powell?
Inflation once again printed smack-dab at our target of 3.9% YoY core inflation and even if there are mixed signals beneath the hood, we are...
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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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