Key Developments & Chart of the week
Regionally differentiated growth prospects, but overall a bit quicker than earlier seemed likely [pdf-embedder url=”https://speevr.com/wp-content/uploads/2021/03/Macro-series-Key-Developments-Chart-of-the-week-5-March-2021.pdf” title=”Macro series – Key Developments &… Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password
US and UK: The Comeback Kids
The US Dollar NEER has since 12th February appreciated about 2.3% to a 4-month high and its inverse correlation with the S&P 500 (-4.2%) has re-established itself. This is in line with our forecast that the Dollar’s sell-off in early February was “a small, short-term correct… Become a member to read the rest of […]
US and UK: The Comeback Kids
The US Dollar NEER has since 12th February appreciated about 2.3% to a 4-month high and its inverse correlation with the S&P 500 (-4.2%) has re-established itself. This is in line with our forecast that the Dollar’s sell-off in early February was “a small, short-term correction” rather than “another prolonged downtrend”. If anything we were […]
ASIA: Weekly politics update
Below is the weekly update of political developments across East Asia. Please do not hesitate to contact us if you want to discuss any of the countries mentioned in more detail. CHINA: Inner Mongolia to ban bitcoin mining on energy concerns Northern China’s Inner Mongolia regio… Become a member to read the rest of […]
EUROPE: CEE PULSE
The Fidesz party’s departure from the European People’s Party (EPP) group in the European Parliament (EP) will weaken Hungary’s leverage in the EU and limit space for dialogue with key members of the bloc. Russia is still deliberating its response to sanctions imposed by the EU a… Become a member to read the rest […]