Macro nugget: Differences in Interest rate-sensitivities are starting to show in Bankruptcy numbers
The differences in interest rate sensitivities across regions are starting to be highlighted in bankruptcy numbers, with the worst likely behind in more interest rate-sensitive countries like Canada and Sweden (due to more frequent refinancing of debt). In contrast,...
EM Watch: Is the Chinese copper demand down 40%?
The Chinese apparent copper consumption is absolutely on the floor, while the copper market is turning bid again. Is the Chinese consensus getting too upbeat again? And how will it market in the West during the summer? To read the full article, sign up for a 14-day...
Macro Nugget: Sweden pointing to better times in real estate?
With global rates looking to be lowered without any hard landing, one of the economic bellwethers, Sweden, is signalling a return of positive sentiment real estate.
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