CPI watch: 6 charts on a soft’ish inflation report
The CPI report is like to surprise on the dovish side. Especially used cars and transportation services will surprise on the low side. The Fed is...
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Macro Nugget: Fluctuations and the Perception of Gravity
The central banks that accurately anticipated the post-inflation wave, or perhaps didn’t underestimate its magnitude, were those in...
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The Energy Cable #41: There is something rotten in the state of EIA
Welcome to this week’s energy cable. In this edition, we will delve into last week’s EIA report and provide insights into the natural gas...
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Recession Playbook: Here is how we think the recession will pan out
We have refrained from taking a decisive stance on the recession timing through the year and have generally had the view that recession risks (for...
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Macro Nugget: How do markets react to turmoil in Gaza/Israel?
We have taken a look at the data over the course of the last five stand-offs between Israel and Hamas/Palestine on the back of the atrocious...
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