Global
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Introducing GeoMacro (Alpha Report…
A User's Guide To GeoMacro…
US dollar liquidity has been shrinking, which has important ramifications for global asset prices, including currencies. In this report, we delve into the process of dollar liquidity creation and the outlook for currencies over the next six-to-twelve months.
When Will Bad News Be Bad News…
What Does The Macro Environment Look Like Ahead Of A Recession…
Copper Bulls Have Gotten Ahead Of Themselves…
We consider the outlook for CPI inflation over the next 12 months. Our baseline forecast calls for core CPI to hit 2.40% during this timeframe and for headline CPI to fall between 1.74% and 2.49%.
Global PMIs Reveal International Trade Flows Deteriorated In June…