Week Ahead: Eight of the G10 Central Banks Meet, Maybe One Moves north The Middle East War dominates the investment climate. The inflationary implications are first order considerations and there has been a large swing in expectations of central bank policy this year. Japan is a notable exception as the swaps market continues to discount almost two hikes this [...]
The War Rages On; Equities and Bonds Don't Like It, north The war and rhetoric around it keep investors on edge, even though WTI and Brent are consolidating now after reaching marginal new four-day highs. The greenback is firm against the G10 currencies. Disappointing UK January GDP has weighed on sterling, whose 0.65% loss leads the majors. The [...]
The Promise of Ethereum: Introducing the EF Mandate north Dearest Friends, Today we are publishing the EF Mandate, a document that serves as part constitution, part manifesto, and part guide for the Ethereum Foundation. It is written primarily for the EF itself: to be clear about what we are here to do, the principles by which we...
The War Escalates and Markets are Unimpressed with IEA Oil Move north The Middle East war is escalating. The market seems unimpressed with the announcement that strategic oil reserves will be released. The announcement is light on details, such as pace and composition. Moreover, the markets’ understanding of the disruption is well beyond oil and includes gas, [...]
The True Cost of Cross-Border B2B Payments north Cross-border B2B payments cost businesses $700B+ in fees annually. Learn where the money goes and how modern infrastructure cuts costs by orders of magnitude