Is this a return to a 70s-like fight between inflation and recession? The energy supply scarcity is likely to bring about yuge business cycle volatility in coming years until the situation is settled.
Great, thanks, very generous & I am looking very much forward to reading your article. Reading up on things, I‘m picking snippets but yet struggle to merge into a readable puzzle. Thus, get a rough framework nailed, would be hugly appreciated!
Thanks, your notes indeed save time, put main emphasis & give direction where the market‘s center of gravity currently is! On that note, one thing I really long to see from a pro like you too. How you destilled information down & condesed signals into a daily cockpit (bbg dashboard, leading/lagging indicator hierachy, asset class interconnectivity, you name it!). My focus is micro, company lvl, single bonds. Hence, i‘m very keen to see/learn through which concrete lenses you watch to steer your thinking. Appreciate any color, thanks Andreas!
Great stuff! However I don't understand Chart 3 (Ready for PMI under 40?)
You show '2+10yr bond yields'. Is that really the sum of the 2yr and 10yr yields? The sum of the 2yr and 10yr is about 5.5%. Not 1.7% or there about (the latest observation in your chart).
Great, thanks, very generous & I am looking very much forward to reading your article. Reading up on things, I‘m picking snippets but yet struggle to merge into a readable puzzle. Thus, get a rough framework nailed, would be hugly appreciated!
Thanks, your notes indeed save time, put main emphasis & give direction where the market‘s center of gravity currently is! On that note, one thing I really long to see from a pro like you too. How you destilled information down & condesed signals into a daily cockpit (bbg dashboard, leading/lagging indicator hierachy, asset class interconnectivity, you name it!). My focus is micro, company lvl, single bonds. Hence, i‘m very keen to see/learn through which concrete lenses you watch to steer your thinking. Appreciate any color, thanks Andreas!
What's the "logical" explanation for a stronger BRL in case of higher US CPI? Seems to be an extreme outlier if compared to all other currency pairs.
Hej Andreas,
Great stuff! However I don't understand Chart 3 (Ready for PMI under 40?)
You show '2+10yr bond yields'. Is that really the sum of the 2yr and 10yr yields? The sum of the 2yr and 10yr is about 5.5%. Not 1.7% or there about (the latest observation in your chart).
Hope you can clarify.
Thanks a lot. Great!
Please more describe.
Excellent insights!
🎯🎯
Great article!