ECB Watch: The ECB is likely wrong on all major parameters
The ECB is currently in motion, taking gradual steps towards a potential interest rate cut. This development signifies a noteworthy acknowledgment...
107 Views
EUR-flation Nugget: A brief nowcast update..
The inflation reports for January will be released in a week from now in Spain/Germany and other European countries. The early consensus in...
103 Views
5 Things – Inflation Divergence, China, Euro PMIs, NIkkei and Suez
This week we are watching out for the following 5 topics within global macro: US vs EURChina Stimulus Euro PMIsNikkeiSuez1) Inflation comeback in...
102 Views
Shipping Watch: Consider buying your Christmas presents now!
Let’s start with the current situation in the Red Sea. Things are very grim and the only container ships that currently dare to sail through the...
95 Views
Equity Watch: Japan – Board or abort Nikkei 225?
Welcome to this chart-dense edition of the Equity Watch, where we zoom in on the Japanese Nikkei 225 and ponder whether it’s too late to...
93 Views