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...
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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...
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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...
735 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...
315 Views
The Week At A Glance: On Credit Watch While Liquidity Is Turning Nasty
Welcome to our weekly “The Week At A Glance” publication, where we dig into the most important key figure releases and tradeable themes for the...
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