Macro Nugget: Focus on German weapons backlog
***EU Finance Chiefs Seek More Defense Funding, But Question How** While policy makers in Europe are worried about financing in terms of fighting Russian aggression maybe they should start to look at production capacity as well. The backlogs ratio in German weapons...
China Watch: Trading the latest rate cut stimulus
Was Tuesday’s aggressive stimulus just the PBoC’s latest desperate attempt, or was it in fact enough to get the distraught property sector and broader economy back on track? Our interpretation of the mixed signals here. To read the full article, sign up for a 14-day...
5 Things We Watch – Meeting Minutes, Cyclical Momentum, Natural Gas, Excess Retirements & China
A possible return of cyclical momentum paired with inflation has caught the attention of macro enthusiasts, but markets continue to celebrate the promised cuts from the Fed. Will sentiment change with tonight’s meeting minutes? We elaborate on the 5 things we look at...
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