Javier’s Newsletter

Javier Ramos
Macro research and global markets
Created 06 Sep 2021
10
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  • #09 Weekly market update (15/11/2021 - 19/11/2021)
    22 Nov 2021 • 13 min read
    Weekly performance: Key takeaways: Economic calendar. US 2/5 year note auctions will provide further guidance on fixed income markets. Euro zone PMIs will reflect economic sentiment. Germany and the U...
  • #08 Weekly market update (08/11/2021 - 12/11/2021)
    14 Nov 2021 • 14 min read
    Weekly performance: Key takeaways: Economic calendar. US October’s retail sales will provide further guidance on consumer sentiment. Crucial week ahead in the Euro zone as quarterly employment change ...
  • #07 Weekly market update (01/11/2021 - 05/11/2021)
    07 Nov 2021 • 14 min read
    Weekly performance: Key takeaways: Economic calendar. CPI data for the US, Eurozone, Canada and the UK will be released next week, which could question the transitory narrative by Central Banks. GDP g...
  • #06 Weekly market update (25/10/2021 - 29/10/2021)
    31 Oct 2021 • 14 min read
    Weekly performance: Key takeaways: Economic calendar. China and US’ PPIs expected to be released next Tuesday. Similarly, CPIs for the two biggest economies and Germany will be published on Wednesday....
  • #05 Weekly market update (18/10/2021 - 22/10/2021)
    24 Oct 2021 • 16 min read
    Weekly performance: Key takeaways: Economic calendar. With the recent lost confidence in the transitory inflation narrative, the spotlight is on next week’s ECB, BoJ, and Bank of Canada meetings. Aust...
  • #04 Weekly market update (11/10/2021 - 15/10/2021)
    17 Oct 2021 • 14 min read
    Weekly performance: Key takeaways: Economic calendar. All eyes on Chinese’s economic calendar. GDP growth rate, industrial production, retail sales, among others, could spike volatility in Asian marke...
  • #03 Weekly market update (04/10/2021 - 08/10/2021)
    10 Oct 2021 • 10 min read • 2 1
    Weekly performance: Key takeaways: Economic calendar. 18 trading days to go until Nov 3rd Fed taper. US CPI data; China’s Imports & Exports; UK Manufacturing Production; ZEW Economic Sentiment data, a...
  • #02 Weekly market update (27/09/2021 - 01/10/2021)
    03 Oct 2021 • 11 min read • 1 0
    Weekly performance: Key takeaways: Economic calendar: All eyes on next week’s economic calendar. Nonfarm payrolls, Jobless claims, US Manufacturing & Services PMI and the OPEP+ meeting will play a cru...
  • #01 - Introduction to JRMacroResearch.
    26 Sep 2021 • 3 min read
    Welcome to the inaugural post of JRMacroResearch! Why JRMacroResearch? In this day and age, the amount of recorded information grows by the split-second. Each minute, on average 149,000+ emails are se...
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    06 Sep 2021 • < 1 min read
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