


5 Things We Watch – Inflation updates, Labor Market, Oil, Chinese equities & Growth
The BLS will update inflation weights and seasonal adjustment factors on Friday, the labor market is still strong but weaknesses are emerging, oil dropped back below 80 despite solid fundamentals, Chinese equities look cheap and the US is nowhere near a recession (for...
Great Game – Why Biden goes soft on Iran
There are early signs that Political risks have plateaued in the Oil space and US military retaliations may not be as escalatory as portrayed by many media outlets. Read our week’s geopolitics take below! To read the full article, sign up for a 14-day FREE trial...
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