Killing two birds with one tariff
Trump has effectively killed the Asian green shoots narrative, but will he kill Europe with auto tariffs this weekend as…
Trump has effectively killed the Asian green shoots narrative, but…
Will (Liu) He? Or won’t He?
… and it’s gone! The equity bull story is suddenly looking quite ropey. There is no trade truce between China…
… and it’s gone! The equity bull story is suddenly…
On MMT and why you shouldn’t listen to Jerome Powell
Trump sounds increasingly like a textbook MMT supporter, while the Fed could pave the way for inflation overshooting. Powell sounded…
Trump sounds increasingly like a textbook MMT supporter, while the…
3 reasons why the USD has been resurgent
That didn’t go according to plan and we are stopped out at 1.1187 in our EUR/USD longs. We see three…
That didn’t go according to plan and we are stopped…
In EUR we trust
We have highlighted the green shoots globally for a while now and at some point, one must put the money…
We have highlighted the green shoots globally for a while…
Crouching Tiger, Hidden Inflation Dragon
It’s finally spring time in Scandinavia and the sun is shining (occasionally) again. Our longs in AUD/NZD have been catapulted…
It’s finally spring time in Scandinavia and the sun is…
Green shoots: to grow, to wilt, or to get stomped?
• Green shoots in East Asia• S&P500 estimates consistent with V-shaped profit recovery• Will China M1 growth boost green shoots…
• Green shoots in East Asia• S&P500 estimates consistent with…
Dear Mr Powell…
The Fed delivered on all points in March, scaling back QT earlier than expected and much more. The now-official liquidity…
The Fed delivered on all points in March, scaling back…
The Devil’s Advocate
Global PMI manufacturing has now dropped since Dec-17, and we get the feeling everybody has become bearish by now: being…
Global PMI manufacturing has now dropped since Dec-17, and we…
QT cannot run forever
An end to QT by Q4 2019 will probably not be a big game changer for EUR/USD by now. We…
An end to QT by Q4 2019 will probably not…
Time to care about Euro area politics again
Investors started to worry about the French election in Feb-17 – two months ahead of the vote. European parliamentary elections…
Investors started to worry about the French election in Feb-17…
Powell the Pusillanimous
• Fed sent a clear and dovish message • US curve steepeners keep performing• Norwegian growth explosion amidst Swedish gloom Read…
• Fed sent a clear and dovish message • US curve…
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