The Drill: Approaching the End of the Tariff and Peace Trades?
Welcome to our weekly editorial on everything geopolitics- and commodities! We are approaching the “Liberation Day” on Apr 2 where we will...
243 Views
Steno Signals #190 – Is Europe and China still the havens in macro? Not so fast..
Greetings from Copenhagen, and welcome back to our weekly editorial on everything macro and markets. The tariff headlines are back in a more...
270 Views
The Week Ahead – In The Eye of The Storm
Central banks maintained unchanged rates, with Fed revising growth forecast downward while raising inflation projections, Bank of England showing...
675 Views
Global Rates – Discussing the divergent drivers of US and EUR breakevens
US inflation breakevens have fallen due to changes in growth expectations and trade policy developments, while Euro area breakevens have...
382 Views
Volatility, Tariffs, and a Potential Recession: Breaking Down Macro Chaos | The New Barbarians #011
Please check out our Podcast! We are always interested in feedback so let us know if there are any topics you would like us to cover. Please also...
1.3k Views