Week at a Glance: Markets Have Truly Thrown Inflation in the Bin by Now
This week will host both US CPI and PPI figures, the Trump vs. Harris debate, an ECB meeting, and a UK employment report, which will truly set the tone across the main markets that we track. To read the full article, sign up for a 14-day FREE trial of the The Macro...
Steno Signals #116 – Here comes the dash for USD cash!
There is more fundamental merit to the sell-off we are currently experiencing than the one we faced in July. China has come to a sudden halt, and we are facing a USD liquidity withdrawal. Dash for USD cash! To read the full article, sign up for a 14-day FREE trial of...
EM Watch: China was WEAKENING even before the decline in Western demand
While we are waiting for Godot and his assessment of Payrolls, we take a look at Chinese momentum in the context of declining demand in the West. Are the wheels coming off in China? To read the full article, sign up for a 14-day FREE trial of the The Macro...
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