Making sense of macro 23rd December

Making sense of macro 23rd December 2018
Making sense of macro 23rd December 2018

Each week we will be talking about what is rocking our macro boat. What i try to do is make sense of the macro that week without the noise. We'll also be pos...

Patrick Reid

Our final one this year and boy it's good. As a special one off hashtag#beatnussbaumer and I will be taking a short sharp look at this year and what to expect in Q1

USD up up and NOT away after 10 yields failed at 3.25%

Citi surprise index not helping in 2018 CPI headline fell off a cliff but this is down to ROC on oil.

Expect more weakness but wages could be a tail wind for

CORE BREXIT capping EURUSD but when will we get to 1.17

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Making Sense of Macro

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