Positioning Watch: Energy is not (yet) a consensus
Over the past week we received the monthly Fund Manager survey suggesting that UK and Europe are now (clearly) underweight relative to benchmark...
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US Economy Watch: The Recession That Never Came… Or?
Key takeaways up front: We see near-term upside risk to inflationThe labor market is softening in tandem with growth in real wages (rising...
315 Views
EM by EM #20 Another Energy Squeeze in the Cards?
Emerging market central banks demonstrated their foresight in 2021, acting ahead of the curve. However, there is a looming concern that the...
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Services Nugget: How Do the Central Banks React?
Takeaways: Divergence between Fed and ISM sentimentOPEC cuts and manufacturing bullish oil? More ground to cover for Powell to be reflected in USD...
565 Views
Out of the Box #18: Time for the Second Inflation Wave? AAAAAAH!
In our Out of the Box series we aim at addressing emerging topics before they turn into consensus narratives to be ahead of the curve in price...
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