5 Things We Watch – Fed, BoE, Energy, GDI/GDP & BoJ
With Central Bank rate decisions taking headlines this week, we have a look at the 5 things we watch in global macro, and give you our take on FOMC, BoE and more. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or...
Great Game – Why I’m Still Not Convinced by Southern Europe
Welcome to this week’s Great Game – your weekly overview of global events and how to read them. This week we cover Southern Europe with the current refugee crisis as the starting point. Countries such as Italy, Spain, Croatia and Greece have much better growth rates...
Steno Signals #65 – The 4 things that worry me the most in global macro right now
I am getting increasingly concerned about (at least) four things in the current global macro setup, which leaves prudent risk management in investing more relevant than usual. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur,...
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