Great Game – Peace or no Peace?
Do we have peace or don’t we? What going on in Gaza and what game is Israel and Hamas playing? Plus: What is the strategy behind Xi Jinping’s European tour? To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur,...
The week at a glance: A couple of central bank surprises on the cards?
Will central banks continue to hawk up the rhetoric relative to market expectations? We look at the BoE and the Riksbank alongside Japanese wage numbers here. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or...
Macro Nugget: Trump vs Biden
We have compiled assets across equities, FX and commodities into a Trump and Biden basket, with each basket containing assets that we believe are set to gain from either Trump or Biden. YTD Trump is in the lead and well in the green while Biden is bleeding. While...
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