Reflation Watch: Has Japan turned a page, and have markets gotten ahead of themselves?
The BoJ delivered a historical hike – its first in 17 years – last week. Does this mark the turning point for Japan for good, or do risks still linger? To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or...
5 Things We Watch – Cyclicals, Baltimore Bridge, ECB, USDJPY & Sentiment
Markets continue to celebrate what looks to be a perfect landing, while BoJ is seemingly preparing an answer to the post-hike weakness in JPY. Read about the other 3 things we watch this week here. To read the full article, sign up for a 14-day FREE trial of the The...
Great Game – Moscow terror, Netanyahu Furious and Biden climbing polls
Geopolitical analysis of the questions we’re getting the most 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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