5 Things We Watch – Rates pricing, Bond positioning, Equities setback, USD Wrecking Ball & Inflation markets
Everything will be about central bank divergences going forward, as the Fed is looking to hold rates steady while ECB prepares to cut. How will it affect allocations, and what should you look out for in markets the next couple of weeks? Find out here. To read the full...
Free Macro Nugget: 2 charts for the inflation doves
Receive our ‘Free Macro Nugget’ straight in your email inbox here. Last week’s hot inflation and Powell’s hawkish comments from this week has made markets start to run with the higher for longer narrative which has ripple effects across assets....
Iran’s attack – Large in Size, Harmless in Effect. What’s next?
Undertanding Iran’s strike and what might come next – plus some potential solutions for the Red Sea crisis. 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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