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…
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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…
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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…
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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?
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Developments through 2022 have exposed the interlink between macro, geopolitics and markets. We see a risk of a (semi)permanent European GDP-shock due…
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