EM by EM #4 – Argentina and the real de-dollarisation
In recent weeks, social media and leading financial media have been flooded with sensational articles about the dollar’s demise. In this piece, I will provide an analysis of the actual immediate obstacles facing the American dollar where USD hegemony is being...
Steno Signals #47 – The correct calculations on how severe this banking crisis is..
How do we approach the most anticipated recession in newer history when the labor market keeps holding up? And how severe is the banking crisis in a historical context? We aim at providing you with the answers here. To read the full article, sign up for a 14-day FREE...
5 Things We Watch: Banks, Liquidity, Debt Ceiling, Euro Area Positivity and USD Strength
Midweek has arrived and that calls for a rundown of the five things we watch the closest. As is the custom every Wednesday, we will take you through these most important themes (and charts) in macro and summarize how we interpret them. To read the full article, sign...
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