Weekly macro research
Central banks, cycles, currencies and commodities. One dated, sourced report every week, so decisions rest on facts.
New Macroeconomic Analysis and Quantitative Finance: DXY above 102, U.S. yields at 5.30%, ACM term premium modeling and French fiscal risk impact on the euro. CPI and Retail Sales outlook.
Read the report
Weekly macroeconomic review: sharp U.S. payroll deceleration to 29,000, euro area inflation resurgence to 3.8%, French 10Y OAT at 4.859% and USD/JPY 160 defense.
Read the report
Weekly foreign exchange review: U.S. dollar outperformance, OAT-Bund spread at 110 bps, historic BoJ tightening and G10 volatility.
Read the report
Weekly macroeconomic report : Middle East oil supply shock, synchronized monetary tightening, bond term premium and G10 cross-asset currency analysis.
Read the report
New Weekly Equities & Commodities Review: CAC 40 under French OAT-Bund spread pressure, historic Wall Street records, Brent crude above $100 and gold surge.
Read the report
Weekly commodities analysis: crude oil dynamics, record diesel crack spreads at $75, surging TTF natural gas, copper short squeeze toward $14,800 and gold positioning.
Read the report
Technical rebound of US indices, Q2 earnings (Tesla, Alphabet) and high volatility on oil and gold following geopolitical tensions.
Read the report
Analysis of end-of-half performance for equities and stabilization of commodities following geopolitical discussions.
Read the reportEvery report published since the research started. 34 reports published.
