•08 Dec 2023 18:05
Inflation Watch: Another Deflation Shocker from Europe? UK, Sweden and Norway Are Under the Loop!
We overall see continued trends towards strong disinflation in Europe and the global surprise index on inflation looks transitory.
•08 Dec 2023 04:53
EIA Watch: ALL TIME HIGH Oil demand, but so what?
Welcome to our weekly EIA watch, where we look at the implied energy demand numbers in the US economy and pair them with trends on the supply...
•07 Dec 2023 18:56
Macro Regime Indicator: What Technically Rising Liquidity Means for Your Portfolio
For December, we see rising liquidity due to rallying treasuries and rising SOFR-Fed futures spreads, consequently depleting the ON RRP faster than...
•07 Dec 2023 11:34
EM by EM #33: Early Hikers = Early Steepeners?
Conclusions up front:– The early hikers club comprising e.g. Brazil and Mexico could be a decent steepener trade from here as long as FX vol...
•07 Dec 2023 02:10