2025 Regime Update: How Does the Opening Scene of 2025 Look?
Hello everyone—we hope you enjoyed the holiday season and had a wonderful Christmas. The festive season has been relatively quiet macro-wise, with...
733 Views
Positioning Watch – Everything you need to know about Fixed Income positioning before we enter 2025
Hello everyone, and welcome back to our weekly positioning update – this week with a strong focus on the moves we are seeing in Fixed Income and...
548 Views
BRIDS Monthly Update Economic & Fixed Income Research October 2024
Monitoring the recent upswing in the US market while awaiting the election results and decisions from the Fed The recent surge in the U.S. Dollar...
541 Views
Positioning Watch: Markets Are Positioned for Softness (in Rates)
Hello everyone, and welcome back to our weekly positioning watch. A lot is happening in markets ahead of what could be a significant turning point...
655 Views
Portfolio Watch: Preparing for a nasty September due to liquidity
It’s been a relatively uneventful week, and we haven’t been overly active as we await September trends for our portfolio. Examining our underlying...
315 Views