Overview #9 Fallout from the Fed
A review of recent events/data impacting our investment themes and outlook. We look at the usual suspects of Gold, the JPY, Topix and the Hang...
573 Views
Positioning Watch – Markets Anticipate a 50bps Cut Tonight
Hello everyone, and welcome back to our weekly positioning update. Today’s version will be short and to the point, allowing you time to digest the...
302 Views
Portfolio Watch: Buy Bonds, Wear Diamonds (or Gold)?
We’ve generally experienced a “softer” September than anticipated in terms of interest rates. The typical September issuance seasonality takes a...
353 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...
590 Views
CX Daily: Chinese Solar Giants' Shine Fades Amid Growing Product Glut
Solar / Cover Story: Chinese solar giants' shine fades amid growing product glut China’s solar panel makers are suffering plunging valuations amid...
365 Views