Strong industrial production paints picture of how German rebound could have…
Industrial production surged in January. The economy was on the right track for the expected strong rebound in the course of the year. The war in Ukraine…
Variant volatility
There's one thing markets hate, and that's uncertainty. Sadly, science does not deal in absolutes, just guidance based on the available evidence,…
Japan's Tankan business survey beats consensus
The Bank Of Japan's September Tankan survey of business conditions was a rare piece of positive newsflow from Japan - though there remain big…
China's slowdown, Evergrande contagion worries, supply chain disruptions, energy price surges, an appreciating dollar, rising Treasury yields, US debt…
Interrupted supply, a recovery in demand, cheap money and lots and lots of debt. Sounds like a recipe for stagflation, and this is certainly the theme of…
