The Weekly Market Monitor – The ECB’s Unreasonable Hike While the UK Falls into Recession
Markets got a dovish ECB hike but wrapped in a highly conflicting message, and one that will likely qualify as a policy mistake in hindsight.
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Portfolio Watch: Any juice left in the anti-Europe bet?
Welcome to our weekly portfolio watch! In this piece, we look at the developments in our portfolio and try to assess the risk/reward in current...
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The Growing Central Bank Dilemma and the FX Trade that Goes with It
The UK has entered stagflation, meaning the Bank of England must choose where to aim monetary policy, growth or inflation.
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Steno Signals #64 – The one on ESG-flation, oil and other tangibles
Welcome to our weekly flagship editorial. Remember that you can always follow our portfolio live right here. As per usual, this is where you will...
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Portfolio Watch: Anyone Still in Doubt of the US Superiority?
Avid readers of our research have likely noted how we have mentioned the US macro superiority to the Euro area in right about every single article...
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