Ifo Nugget: Confirmed.. The only inflation you’ll get in Germany is supply driven
We’ll start by addressing the title of this month’s Ifo nugget. We note from our two main models for predicting demand driven price pressures that...
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5 Things We Watch – SOFR Probabilities, USDJPY, CNY Devaluation, IFO & Eurozone electricity
Welcome to our weekly ‘5 Things We Watch’, where we as always zoom in on 5 of the things we look out for in global macro. The battleground in...
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Positioning Watch – 0 Fed cuts is almost the most favored outcome in market pricing now
Hello everyone, and welcome back to our weekly positioning watch, where we as usual will dive into positioning and sentiment data to provide you...
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Energy Cable: Inflation starting to bite equities
Hi everyone and welcome to this week’s energy cable from a sunny and cold Copenhagen. If you haven’t yet, I’ll recommend that you read our update...
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Crypto Crisp: Up, Not Down
In recent weeks, the crypto market has responded markedly negatively to geopolitical tensions before rebounding almost fully, as seen again this...
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