Europe
Listen to a short summary of this report. Executive Summary The US Inflation Surprise Index Has Rolled Over
Goldilocks: A Skeptical Q&A…
Listen to a short summary of this report. Executive Summary EUR/JPY And The DXY: Unsustainable Gap
EUR/JPY And The DXY: Unsustainable Gap…
Growth And Earnings Estimates Are Diverging…
Executive Summary Loss Of Russian Production Will Lift Brent
Loss Of Russian Production Will Lift Brent…
Has EUR/USD Bottomed…
Executive Summary Global inflation will peak sometime in the next few months, a process that has likely already begun in the US. This will give policymakers some breathing room to turn less hawkish, a more credible stance given softening global growth…
UK Equities Vs The Eurozone: Cheap But Overbought…
Executive Summary UK Stocks Are Close To A Bottom
UK Stocks Are Close To A Bottom…
Listen to a short summary of this report. Executive Summary The Dollar Likes Volatility
The Dollar Likes Volatility…
Executive Summary The Fed, Bank of England (BoE) and Reserve Bank of Australia all hiked rates last week. The BoE, however, signaled a note of caution on future UK growth, given soaring energy prices and plunging consumer and business confidence. …