Market Snapshot, Theatre of War
Amidst carnage in financial markets, some assets - inc US Treasury yields, some Asian and high-yielding EM currencies, AUD & NZD and even S&P 500 -...
404 Views
Alpha Bites: Performance Summary of Trade Recommendations in FX and Rates – March 2022
I provide a performance update of all my trade recommendations along with discussing the open trades. I have closed 25 of the 35 trades recommended...
490 Views
Buy at the Sound of Cannons
The US market led the global equity rally as the invasion started. The long bond yields rose, and the yield curve steepened
401 Views
HSCEI Dividend Futures: Stay Short the 2022/23 Steepener
We see the HSCEI 2022 div futures trading in line with our estimates while there could be more downside to the 2022/23 div spread. We'd look to get...
434 Views
Drivers Behind the Turnaround of Asian Currencies
The turnaround of Asian currencies is likely to continue with growth resurfacing in the region ex-China and interest rate differential with the...
310 Views