Macro Nugget: Diverging US and Europe Inflation Outlook
Yesterday we got the full release of the February Ifo report from Germany. We note that price expectations in services ex. real estate fell almost...
355 Views
Macro Nugget: MAJOR tradeable gap opening between Germany and the US
We have been banging the drum on a potential sharp gap opening between inflation trends in the US and in Germany (or the Euro zone). The market...
323 Views
MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
What if the data told the Fed to go the other direction and we had rate hikes between now and the election? Feels to me like nobody's positioned...
355 Views
The Week Ahead – US Core PCE, Euro Area Flash Inflation and Japan CPI
Global equities finished strong due to Nvidia earnings, Nikkei hit all time highs supported by strong PMIs, US yields remained flat while European...
362 Views
Steno Signals #88: Anyone left willing to bet on rate cuts in H1?
It seems like no one is willing to add bets on rate cuts in H1 after even the doves from the ECB and the Fed have been hard to convince of spring...
348 Views