Portfolio Watch: Manufacturing versus Services
Welcome to our weekly Portfolio Update. We have had a great week as 1) Energy continues to outperform more labor-intensive sectors, while the USD...
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5 Things We Watch – EU Inflation, US Labor Market, European Money Growth, UK Stagflation & IFO
Welcome back yet again to our weekly ‘5 Things We Watch’, where we take you through 5 of the topics that we follow in global macro this week.
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Rates Watch: Anything Weak Enough to Receive?
It’s been an ongoing struggle to be on the receiving end of rates for a couple of years and we generally find the rule of thumb to be the...
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Great Game: Ukrainian Breakthrough imminent?
Welcome to this week’s Great Game – our weekly coverage of the geopolitical arena. This week our eyes remain fixed on Ukraine where we are finally...
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Macro Nugget: US Real Estate and Interest Rates
As we approach the zenith of a historic hiking cycle, it’s hardly surprising to see mortgage applications plunging to unprecedented lows. We’ve...
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