Great Game – Climate, chips and corruption!
COP28, Gaza, and Japan have taken center stage in our analysis of global geopolitics this week. Read our 3 key points below! 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...
Steno Signals #77 – Oil demand is ALL TIME HIGH
Judging from the most recent data evidence, it remains hard to see the cracks in the US economy even if they continue to appear in various forward-looking indicators. The oil demand was for example all-time-high in week 48. To read the full article, sign up for a...
EM by EM #33: Early Hikers = Early Steepeners?
Forward curves continue to trend lower in the US and Eurozone. The early adopters are leading the way, but perhaps Yellen’s spending spree will pose another challenge for her EM colleagues. We have taken a look at potential receiver/steepener cases in EM space....
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