Policy Watch: The German ‘Debt Brake’ on EU Green Tech Ambitions
In November 2023, Germany’s constitutional court made a landmark ruling that had significant implications for the country’s budget and investment...
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Global Macro Research: Waiting on Words (And Data)
Chair Powell will deliver testimony to Congress, February employment data will be released, the ECB will make a decision, and Mira Chandan will...
435 Views
Money Watch: Trillions of USDs Are Waiting to Be Unleashed
Money trends were abysmal for most parts of 2022 and the early parts of 2023, but we are starting to see interesting trends arising in the global...
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Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
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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...
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