Iran/Israel debrief: A very soft response from Iran – No risk of wider war
Good morning everyone – what a dramatic night in the Middle East and what a couple of days we have in front of us. Just a quick update on our take on things. Note that this is written Sunday morning CET and that events are still unfolding. This is an attempt to...
EM Watch: China is preparing something BIG!
The strategic shift from Real Estate to Green-tech manufacturing in China is very evident and it will likely impact Europe to a much larger extent than the US. Counterintuitively, it means that two of the strongest inflation hedges stem from China and Mexico...
5 Things We Watch – Rates Pricing, Liquidity turning, Labor Market, Commodities & China
The hawkish US CPI report today has the potential to wreak havoc with market narratives and place the Fed in a difficult position, while commodities are in a prime position to continue their run. Read about the 5 things we watch in global macro here. To read the full...
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