2025 Regime Update: How Does the Opening Scene of 2025 Look?
Hello everyone—we hope you enjoyed the holiday season and had a wonderful Christmas. The festive season has been relatively quiet macro-wise, with...
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Positioning Watch – Everything you need to know about Fixed Income positioning before we enter 2025
Hello everyone, and welcome back to our weekly positioning update – this week with a strong focus on the moves we are seeing in Fixed Income and...
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CX Daily: Chinese Chip Firms Play Down Impact of New U.S. Export Curbs
Chips /: Chinese chip firms play down impact of new U.S. export curbs Batteries /In Depth: For Chinese battery-makers, Europe is losing its...
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China Watch: Forget About the BRICS Currency – China Wants to Impact the USD from Within
Last week, we missed an intriguing story that several clients have asked us to explore. China issued $2 billion worth of USD-denominated bonds,...
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Global FX: Are trade risks already priced into currencies?
The Euro and CNY saw significant movements this week, with the PBOC setting a line in the sand for the CNY, leading to a potential shift in the...
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