Out of the Box: Don’t worry about the real rates spread, ECB
Even though manufacturing data and headline HICP year on year in the Euro Area are screaming for easier financial conditions, the ECB seems...
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NFIB Watch: 5 KEY charts from the best survey on the US economy
Our favorite survey out of the US economy was published earlier and it was a pretty decent report overall as the sentiment among SMEs...
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Great Game – Why Putin fired Shoigu and Why Biden is going tough on China
Welcome to this week’s geopolitical update, the Great Game. This week we’re covering Putin’s surprise sacking of Defense Minister Shoigu as well...
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Crypto Crisp: Your Move, Gary Gensler
We have entered the week before the U.S. Securities and Exchange Commission (SEC) must decide on VanEck’s Ethereum spot ETF application, with a...
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Energy Cable: Nowcasts hinting that April was a big false flag
Before we start we need to talk about freight rates as they are telling for the overall demand cycle. The Shanghai Containerized Freight Index...
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