Macroeconomic Insights: Israel CPI – The Cost of War

Over the past 24 hours, Israel’s strike on Iran has markedly increased upside risks to inflation in the country. Just as tariffs introduce additional costs to consumers, businesses tend to pass on the cost of war to consumers. The risk of cargo ships getting entangled...

Macroeconomic Insights: Spain CPI – Is it Time to Buy a House?

Since the start of the year, housing market indicators have increasingly correlated with rising inflation pressures. Interestingly, Spain classifies mortgages as financial assets, excluding them from the CPI basket. Instead, tenant rents, a proxy reflecting potential...
Neudata New York conference 2025

Neudata New York conference 2025

When you’re in New York, there are several things you have to have, a burger (preferably from Minetta Tavern), a cookie (preferably from Levain bakery on the Upper East Side) and a bagel (preferably from my new favourite, Popup Bagels). However, I promise this...
Trip notes from USA

Trip notes from USA

Over the past week and half I’ve been travelling in America, starting with Chicago, then Omaha and finally New York. I’ve met many clients and attended various financial events, including the Berkshire Hathaway meeting (which I wrote up here), Neudata data conference...