Steno Signals #71 – A First Taste of the Recession Sell-Off?
The biggest question to ask right now is whether the pandemic altered the geopolitical and- financial playing field to an extent that will allow...
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EUR Inflation Watch: A Dovish Surprise in the Making
We received the first inflation evidence from the Euro area already earlier today as the German regional office inBrandenburg released the...
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Ifo Watch: Signs of Disinflation Bottoming Out in Germany?
Takeaways: Some very gloomy signs in the IFO survey details with Capital Goods production expectations nose-diving in a recessionary fashion
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ECB & Fed Watch: Closing in on ECB Rate Cuts, While the Fed Is Not Done Hiking
As we have noted since the early summer, we find the probability of sub-2% inflation in the Euro area much larger than in the US.
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Steno Signals #70 – 10 Charts You NEED to Monitor in Global Macro
Happy Sunday from Mallorca and welcome to our weekly flagship editorial. The world of Macro never fails at keeping us busy and this week I reveal...
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