How can we use Initial Jobless Claims to time the bottoming of equity markets?
Stock market rallies could be self-defeating, the likelihood of China rebounding in 2H, and the preference for direct commodities exposure.
Deep dive into the current macro set-up, with a special focus on Europe, Japan, and the US.
We cover the latest developments around the Japanese Yen, and dissect its implication for Asia and the rest of the World.
Should we look at the yield curve or at inflation levels to assess the real risk of a recession?
We look at what the USD did in 2021 and make the case for 2022.
How can monetary policy help solve the problem of higher input prices? It can't.
Whilst 'Tapering' in 2013 meant higher yields, this time around, if it does take place, it'll likely lead to lower yields.
A surging dollar could have significant implications for reflation, emerging markets, and volatility.