Europe: Chaos ex Machina
Political instability in Berlin and Paris has led to a leadership void in Europe with no immediate resolution in sight. In Germany, investors are...
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HEW: Happy(ish) New Year
Markets began arguably as they will continue in 2025, with little beta and many quirks to source alpha. US payrolls boomed while EA inflation...
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Oil in 2025
Forecasting oil prices for the year is challenging due to the threat of trade wars. The downward pressure on oil prices observed in 2024 is...
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EA Inflation Peak Is Surmountable By ECB
Euro area inflation increased again in December by 21bp to 2.44% y-o-y as national surprises balanced despite Germany’s shocking surge. The loss...
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HEM: Easing Evaporating
Cutting cycles are nearing completion, indicating a possible end to the trend. The European Central Bank (ECB) is not as dovish as its pricing...
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