The Drill: Geopolitical risk premium in crude now almost gone
The fiscal briefings from China last weekend were exactly what we feared and have been warning about—a big nothing burger. China keeps applying...
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The Week at a Glance: No Country for Inflation Undershooting Men
A few hours after the decently strong non-farm payrolls report, Goolsbee of the FOMC commented on inflation undershooting its target, suggesting...
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The Drill: This Chinese stimulus is aimed at the financial economy and NOT commodities
Take aways: Risk premium in crude oil compressing due to Israel calling Iran’s game of chicken Fade the strength in assets connected to the real...
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Week at a Glance – Squuuuuuuuuueeeeeeze!
Happy Monday, let’s dive into the most critical stuff we are on the look out for this week. Morning moves: It seems like physical commodities...
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Ifo Nugget: It’s beginning to smell like recession
Take away: It’s a matter of time before the labor market has Lagarde’s full attentionSoft and hard data now starting to align in Germany Time to...
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