The Week at a Glance: US CPI to Surprise Hawkishly Paired with a Surprise Rate Cut?
Welcome to our new “The week at a glance” publication. This week we look at the US CPI report, ECB- and BoC meetings and Scandi inflation from...
323 Views
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...
347 Views
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...
360 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...
284 Views
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...
391 Views