Author: Niels Bjorn

Macro Cycle Investing: Emerging Market Currencies

G10 Currency Briefing: All About Rates – Upside Risks to the USD

Navigating the Current Manufacturing Cycle

Euro Area Summary: Is the Inflation Genie Out of the Bottle?

The New ECB: Will They Really Hike and When?

Euro Area: Stagflation Risk?

Euro Area Summary: Bottlenecks and Surging Energy Prices

AGMR US LI: Strong Growth in 2022

Is This the Liftoff for Euro Area Core Inflation?

AGMR LI for Euro Area: Moderate Growth Above Potential in 2022