Quiddity Leaderboard F100/F250 Jun26: Carnival F250 Replacement 5 May; One F100 and Two F250 Changes
We see one F100 and two F250 changes. Harbour hovers around the F100 ADD border, while Seraphim and Young &Co sit close to the F250 ADD border.
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Quiddity Leaderboard SE600 Jun26: TEN ADDs/DELs; Many Intra-Review Changes After Rebal
Based on the latest estimates, we now expect 10 ADDs and 10 DELs. The ADDs collectively have an inflow of around US$200mn to trade. We have one...
227 Views
The UK Economy - After Brexit
The vote to leave the European Union will have both shorter and longer term impacts on the UK economy. There will be a shorter term impact on...
5.6k Views
Macro Chart Focus: Brexit and the Yen
Yen has been the (perhaps unwilling) beneficiary of the risk-aversion of Brexit.This type of environment is a high risk environment for MOF...
454 Views
Markets from Here-Uncertainty Is NOT Risk
Cameron has to take the fall as he took a huge strategic risk for partisan reasons, misreading the mood. The question is: do you as a business...
436 Views