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5 Charts to Monitor Reflation Risk in the US

Inflation is relatively low compared with the post-pandemic surge, when the year-over-year change for the Consumer Price Index (CPI) peaked at 9.0% in June 2022. The current 2.7% pace through this past November is tame by comparison. The…

Kemi Badenoch calls for Tulip Siddiq to be sacked

Kemi Badenoch has called for the PM to sack Treasury Minister Tulip Siddiq after she was named in an investigation into claims her family embezzled up to £3.9bn from infrastructure spending in Bangladesh.In a post on X, the Conservative!-->!-->!-->…

What to Buy for a Macro Portfolio in 2025

A deep look at tariffs and the most attractive macro asset classes to kickstart 2025. What if tariffs end up being non-inflationary and negative for growth? And what if Trump focuses on short-term painful policies first in H1, to then…

Top 10 Charts from 2024

Happy New Year to all our regular readers!We’re kicking off 2025 with a countdown of what we think were the 10 most interesting charts from our blogs in 2024.As you’ll see, we covered a lot of different topics – from…