weekly report

  1. FXP_2020

    Commodity supercycle depends on China

    U.S. retail data published this week is projected to jump +5.5% for the month of March, the third highest reading, excluding May 2020 reading of 18.3% due to base effects. Retail spending has been volatile in the last 12 months due to imposed lockdowns but also increased propensity to save as...
  2. FXP_2020

    Never bet against America

    Warren Buffett stated ‘Never bet against America’ in his latest annual letter to shareholders. The markets seem to agree with mister Buffett – American economy has rebounded from the recession and is now on an expansionary trajectory again, with a projected growth of 6.5% in 2021. U.S. fourth...