Great Game – What we know about Harris’ economic plan after DNC
It’s been a busy week in Chicago. I am taking over from Mikkel Rosenvold in today’s edition of the Great Game, to give you a rundown of the policy...
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Global FX: Summertime sadness for USD as yields drag
In summary, lower interest rates in the US are leading to uncertainty in the currency markets, with dollar strength being challenged by weakening...
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Positioning Watch – Markets are much more sceptical on the Euro zone than the US and UK
Hello and welcome back to our weekly positioning update. Markets are as tricky as always, as everyone is trying to grasp how Powell will address...
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The Week at a Glance: The USD in the (Jackson) Hole amidst Over 1 Million Jobs Disappearing?
Welcome to our weekly “The Week At A Glance” publication, where we explore the most important key figure releases and tradeable themes for the...
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Mint Macro Roundup: U.S. Inflation Dips Below 3% Amid Stronger Retail Sales
U.S. inflation fell below 3% for the first time in over three years. Despite mixed signals from the manufacturing sector, retail sales showed...
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