Liquidity Desk
Subscribe
Sign in
Home
Notes
Chat
Archive
About
Latest
Top
Discussions
US Commodity Snapshot, September 2026
US diesel has crossed $6 for the first time as low inventories, export demand, and refinery constraints collide with the harvest.
17 hrs ago
•
Tihomir Bachvarov
1
Macro Pulse: Business Hits the Gas, but the Eurozone Still Spins Its Wheels
Business surveys and exports improve, but output and household spending still leave July in stagnation.
Sep 17
•
Tihomir Bachvarov
1
1
Two Engines, One Narrow Market
Global Sector Rotation Snapshot | September 2026
Sep 13
•
Tihomir Bachvarov
1
The Detour Still Works
Global Liquidity Snapshot | September 2026
Sep 5
•
Tihomir Bachvarov
1
Macro Pulse: The US economy is accelerating, but hiring remains uneven
Investment and manufacturing are gathering speed, but hiring remains uneven while consumption and housing lose traction.
Sep 4
•
Tihomir Bachvarov
1
1
August 2026
China in Q2 2026
Strong Industrial Production, Weak Consumption
Aug 31
•
Tihomir Bachvarov
1
1
Credit Pulse, August 2026
Broad credit is calm, funding is stable, and the CCC tail is still moving in the opposite direction.
Aug 30
•
Tihomir Bachvarov
2
Europe Has Gas. Cheap Gas Is Gone.
Commodity Snapshot EU August 2026
Aug 23
•
Tihomir Bachvarov
1
Japan in Q2 2026
Growth Without a Private Sector Engine
Aug 22
•
Tihomir Bachvarov
1
Macro Pulse: the Eurozone, second quarter of 2026
I.
Aug 19
•
Tihomir Bachvarov
1
1
Global Sector Rotation August 2026
Narrative Bridge
Aug 15
•
Tihomir Bachvarov
1
Healed on the Surface
Global Liquidity Snapshot | August 2026
Aug 9
•
Tihomir Bachvarov
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts