Author: Niels Bjorn

Euro Area Summary: Activity Stronger Despite Restrictions

AGMR US LI: Continuing to Signal Historically Strong Growth

AGMR LI for Euro Area: Exceptionally Strong Growth Ahead

Commodities: When Will This Rally Fade?

The Macro-Drivers of the Canadian Dollar

Euro Area Summary: Waiting for Warmer Weather

Low Inventories Signal Continued Strong Euro Manufacturing Cycle

G9 Currency Briefing: USD Weakening on Pause?

Euro Area Summary: Activity Flat and Higher Underlying Inflation

DM Capex Cycle is Close to Full Recovery – What’s Next?