EM by EM #43: Rand’s Reckoning?
The latest US CPI data clearly indicates that inflation in the US is not yet defeated. With interest rate cuts anticipated further down the line here is our perspective on EM’s To read the full article, sign up for a 14-day FREE trial of the The Macro...
5 Things We Watch: UK & US CPI, Gaza, JPY, and Banks
The US CPI dealt a harsh blow to risk assets and those betting on disinflation, yet the trend of easing price pressures persists globally, as highlighted by the latest UK inflation report out this morning. Discover more in our “5 Things We Watch” below! To...
Great Game – Why Gaza Ceasefire is Coming Within 2 Weeks
Our prediction points to a coming cease-fire in Gaza – Read why and how that could affect your portfolio 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...
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