EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      

Macro in a World of Imbalances

JST Advisors

Wed 03 Aug 2022 - 14:00 BST

Topics

The ECBs challenging trinity in the face of structural ToT adjustment

The possibility of hawkish Fed beyond rate hikes. The looming “handoff”

When does YCC in Japan give way, have we gotten closer?

The dollar doom loop. Why is it happening and can anything stop it?