Scandi Watch: More NOK Liquidity Coming, but with Positive FX Spot Effects?
Norway is currently considering a set of financial proposals that could significantly impact its currency and overall money market...
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Emerging Markets: Legs to the Korea case or time to cash in?
We see growth trending higher in the cyclical parts of the economy through April on our models and nowcasts, and Korean industries are...
335 Views
Rising Geopolitical Tensions Propel Crude Oil Even as OPEC+ Will Likely Stay the Course
Oil prices are rising due to expectations of OPEC+ maintaining supply cuts, while improved global demand and Russia's focus on reducing output...
384 Views
Positioning Watch – Steepener bets back on?
Hello everyone, and welcome back to our weekly positioning watch! Hope you all had a great time off during the Easter break. The market narrative...
358 Views
Energy Cable #63: It is still all eyes on China
Solid PMI numbers out of China supporting the reflation story. Steel Production looks ok. There is still potential for the USD to throw a wrench in...
235 Views