The Great Game – Winners and losers of the botched Wagner rebellion
Who are the winners and losers of Prigozhin’s short-lived rebellion? What does this have to do with ISIS? To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a member? Login...
EM BY EM #10 2021 in reverse: Will EM Central banks outsmart DM’s once again?
2021 will be remembered as a great policy error year at the FED and the ECB. But other central banks saw the inflation coming. Will they be in front of the curve again in 2023? To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur,...
Steno Signals #54 – Why Europe remains a wrong consensus call
Geopolitics remain tricky to trade and we don’t see any strong risk/reward trades on the back of the turbulence in Russia over the weekend. Meanwhile, Europe remains an odd consensus bet, while UK inflation and US housing markets risk wrongfooting everyone. To read...
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