The Drill: What if Trump is not bluffing ahead of next week?
Before we begin, let’s discuss the Trump tariffs, as he increasingly sounds serious about them. His recent message on Truth Social suggests he is...
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MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating
The financial markets are experiencing mixed movements with S&P 500 futures and gold contract down, US dollar index and WTI crude oil contract up,...
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Energy Cable: On the inventory build-up due to China-tariffs
The Chinese rebound story is losing momentum fast, which has important implications for Western economies and assets, while the impact from...
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Macro Regime Indicator May – UP UP UP!
Welcome to our monthly flagship asset allocation analysis – the “Macro Regime Indicator”. Coming into April, we wrote that “The macro environment...
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5 Things We Watch: BoJ, Germany, Commodities, Canada, Inflation
This week we are looking at the BoJ hiking rates for the first time since 2007 and its effects on the Japanese economy. Afterwards we will have a...
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