Positioning Watch – The Goldilocks Scenario is Intensifying
Happy Saturday everyone, and welcome back to our weekly positioning watch, where we dissect how traders and investors are positioned
271 Views
Positioning Watch – Volatility Is Back, but Markets Still Lean into USD Duration.. God Knows Why..
Hi everyone, and welcome back to our weekly positioning / sentiment overview, which will be delivered to you right as firefighters have hopefully...
216 Views
Portfolio Watch: The USD Wrecking Ball Is Back
The USD has been on a roll since the firm US inflation report earlier in the week and we are approaching the point where European trade balances...
332 Views
The Week at a Glance: US CPI to Surprise Hawkishly Paired with a Surprise Rate Cut?
Welcome to our new “The week at a glance” publication. This week we look at the US CPI report, ECB- and BoC meetings and Scandi inflation from...
193 Views
Global FX: Give me a (range) break
The dollar is trading sideways amid tariff concerns and matured Fed easing expectations, while markets are primed for the RBNZ meeting next week,...
4 Views