Positioning Watch – Markets are begging for a rebound in growth
Hello everyone, and welcome back to our weekly positioning watch, now moved to Wednesdays. Global macro has truly been a rollercoaster these past...
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Energy Cable: On the inventory build-up due to China-tariffs
The Chinese rebound story is losing momentum fast, which has important implications for Western economies and assets, while the impact from...
329 Views
Positioning Watch – Markets are much more sceptical on the Euro zone than the US and UK
Hello and welcome back to our weekly positioning update. Markets are as tricky as always, as everyone is trying to grasp how Powell will address...
336 Views
EM Watch: The Chinese race towards 0% interest rates
Welcome to our Weekly EM Watch, where we look at China and other large EM countries through the lens of Western macro investors. Over the past...
664 Views
CX Daily: Chinese Shippers’ Diverging Fortunes
Shipping: In Depth: Chinese shippers’ diverging fortunes. Macao: Macao takes aim at currency exchange services for gamblers. Personnel: Securities...
281 Views