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The biggest interest rate shock in several decades ought to challenge the Real Estate outlook. Since housing famously is the business cycle, what is the…
AndreasStenoLarsen
40
8
A rising case count is ultimately the only trigger cable to end to the Chinese zero Covid regime, why the possibility of a reopening is currently…
AndreasStenoLarsen
48
4
Forget all about the Saudi-Iran Cold War or the Palestinian question. The real agenda of the Middle East is the rise of the Turkic countries and the…
Mikkel Rosenvold
74
7
With his grip on the Chinese power apparatus firmly secured, will Xi now allow the beleaguered Chinese out of their apartments as he travels abroad?
Mikkel Rosenvold
53
3
Given the rumors surrounding the Chinese reopening story we thought that we would do a deep dive into the China story and look at what is moving. Can we…
AndreasStenoLarsen
55
2
The REAL world is back. China ponders reopening, while Meta struggles. The stuff that got us into this bubble, will likely not lead us out of this…
AndreasStenoLarsen
51
4
In my base-case, we are going to see a double-top inflation picture, but I sincerely hope that we don’t resummon our inner financial illiterates, if…
AndreasStenoLarsen
152
26
It is hard to find a single inflation indicator not rolling over, but there is ONE and that will be tricky to handle for the Fed. Meanwhile, European…
AndreasStenoLarsen
109
12
Is BoE the patient zero in the fight against bond vigilantes? More panic could be upcoming from other central banks soon as real rates are shooting for…
AndreasStenoLarsen
52
4
If electricity becomes a scarce commodity, it is important to note who’s on top of the situation and who’s not. Here is the answer and how it plays into…
AndreasStenoLarsen
77
11
A historic gas sabotage and FX crisis. We have enough to look at in Europe this week. Here is my take on how to seek shelter from the current crisis…
AndreasStenoLarsen
84
10
Developments through 2022 have exposed the interlink between macro, geopolitics and markets. We see a risk of a (semi)permanent European GDP-shock due…
AndreasStenoLarsen
155
10
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