After a couple of months with continued supply chain pressures, steady trade volumes and no price action, it seems like we finally got a reaction in freight rates. Meanwhile, the Saudis are gearing up for a new oil market rally.
5 Things We Watch: UK & US CPI, Gaza, JPY, and Banks
The US CPI dealt a harsh blow to risk assets and those betting on disinflation, yet the trend of easing price pressures persists globally, as highlighted by the latest UK inflation report out this morning. Discover more in our “5 Things We Watch” below!
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Great Game – Climate, chips and corruption!
COP28, Gaza, and Japan have taken center stage in our analysis of global geopolitics this week. Read our 3 key points below!
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5 Things We Watch: BoJ, JPY & CNY, Monetary trends, UST selloff & Biden’s visit in Israel
While tension keeps mounting in the Middle East, we’ve decided to broaden the global macro-horizon. From rising pressures in Japanese policy and the preceding Asian currencies to monetary trends in EUR and USD, and everything in between. We break down this week’s most noteworthy developments.
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Macro Nugget: How do markets react to turmoil in Gaza/Israel?
The market opening hints of a stronger USD, higher energy prices, and slightly rising long bond yields. Is the opening price data backed up by empirical evidence? Let’s have a look.
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