July 23, 2021 Not “risk-on” or “risk-off”, rather What’s the risk? FX, Investment Strategies, Macro Olivier Desbarres In the past fortnight US Treasury yields across the maturity spectrum have oscillated in reasonably wide ranges, with the highs coinciding with the release on 13th July of US CPI-inflation data. The shape of the yield curve today is... Read More...
State Of the Markets July 7, 2021 Inflation – Higher For Longer Economics, Investment Strategies, Macro, US House prices, Inflation Alan Brazil SOM-Inflation-part-1-labor- ... Read More...
Macro July 21, 2021 MACRO: Policy responses to Covid-19 Emerging Markets, Global, Macro, Politics vaccines, editorial, covid-19 Teneo Macro Below is our weekly summary table on the health and economic policies that selected governments around the world are implementing to counter the fallout from Covid-19. The updated table includes information about each country’s vaccination strategy. Please do not... Read More...
Macro Series July 19, 2021 ECB – the fine line between stimulus and exuberance EU, Eurozone, Macro ECB Michael Heise Economic conditions and prospects in the euro area have improved. Markets are exuberant, and the ECB expects the pickup in inflation to prove temporary. Soon however the ECB will have to consider when to start ‘leaning against the wind’. <a... Read More...
Macro July 19, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Global, Macro, Politics editorial Teneo Macro Last weekend’s floods could have political repercussions in Germany. The visit of Turkey’s president to Northern Cyprus could create tensions with the EU over the divided island. Meanwhile, Indonesia’s government has extended Covid-19 restrictions, Serbian and Kosovar leaders will... Read More...
Private Polling July 15, 2021 SURVEY RESULTS: Bitcoin, Big Tech, and Bonds Polls, Investment Strategies, Macro Ethereum, S&P, Bitcoin, Treasuries Based on a survey with 74 respondents QUESTION 1 By the end of this quarter on 30th Sep 2021, which of these portfolio allocations do you expect to have the highest total return (in USD)? (Assume no transaction costs and fees.)… <a... Read More...
Macro July 13, 2021 MACRO: Policy responses to Covid-19 Emerging Markets, Global, Macro, Politics vaccines, editorial, covid-19 Teneo Macro Below is our weekly summary table on the health and economic policies that selected governments around the world are implementing to counter the fallout from Covid-19. The updated table includes information about each country’s vaccination strategy. Please do not... Read More...
Economic Letter July 12, 2021 Do Households Expect Inflation When Commodities Surge? Economics, Macro, US Originally published on July 12, 2021 16:19 by Federal Reserve Bank San Francisco. Link to original report ... Read More...
Macro July 12, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Global, Macro, Politics editorial Teneo Macro Press play to listen China has condemned the US decision to blacklist... Read More...
Economic Letter March 29, 2021 Capital Flow Surges and Rising Income Inequality Economics, Macro, US Originally published on March 29, 2021 16:10 by Federal Reserve Bank San Francisco. Link to original report ... Read More...
