China Watch: Time to play briefing bingo again..
It’s time for another briefing from China, this time focused on the real estate market. We should get used to this flow of briefings, but is anything actually changing? Here’s an update on the status of real estate in China. To read the full article, sign up for...
The Drill: Geopolitical risk premium in crude now almost gone
Oil markets are in free fall now as it seems like the Biden admin has begged Netanyahu not to escalate things ahead of the election. 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?...
The Week at a Glance: No Bazooka from China (Yet) – Over to You, ECB
The ECB is likely to re-emerge as a dovish guiding star, and with the absence of any truly positive news from China, the opportunity to receive EUR interest rates is becoming solid again. Meanwhile, UK inflation is expected to soften. To read the full article, sign up...
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