Saturday Hark Back - 10 Dec 2022

In an extremely quiet week . . . China relaxes more. The trials of SBF. The World Cup getting to the business end. Busy week on the horizon.

Capturing the themes of the week when there’s time to digest them.

• China continues to relax covid restrictions

  • Gryning Times - China the exporter of deflation opening

• FOMC and dot plot ahead

  • Notayesmans Economics - Where next for the US economy and rates

• World Cup mayhem as European establishments crumble

  • Saxo - World Cup predictions

 

🎧 Education for the ears podcasts

• MacroHive - What everyone gets wrong about deglobalisation

• SaxoStrats - FOMC dot plan not what the market is pricing?

• Unchained - SBF legal process could take years

 

🥳 To lighten the mood

• ESPN - The World Cup best XIs so far

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Follow the evolving narratives next week on China, the Fed and US CPI through our dedicated research & commentary channels on Harkster. 

 

 

 

 

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