Bull Steepening Watch – Is Lower Yields Really What Risk Assets Want?
Let’s run through each asset class to see where to put your eggs if a bull-steepening of the yield curve continues into 2024.
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Positioning Watch – Are markets ready for Powell Wednesday?
With Powell taking the stage on Wednesday, likely turning more hawkish in his rhetoric after weeks of financial conditions easing, we have had a...
441 Views
The Weekly Market Monitor – Oil & China Bear Markets, but Liquidity Saves the Day!
Investments highlighted: Oil, Gold, Copper, Commodities, Japanese Yen, Nikkei, Chinese equities, Hang Seng Index, Bitcoin, and US Treasuries.
618 Views
[TW2] The Week That Was in Markets in 11 Charts (W/E 11th Nov 2023)
Each Monday, we take stock of key news in markets across major economies & firms. US equity markets rallied strongly while commodity majors...
372 Views
Inventory Nugget – How Are World Inventories in Metals and Grains Looking?
elcome to another one of our short nuggets, where it’s all about the charts and short conclusions! Today we will briefly dig...
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