Portfolio Watch: Riding a Rollercoaster
Main Takeaways: – The Yellen Put is still alive while Powell is tied to his (premature) December pivot– We find it likely that volatility will...
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Suez Watch: Is the peak in freight rates in?
The most noticeable data point from freight rates was the drop in the route from China to Europe. It looks like the buyers couldn’t stomach higher...
449 Views
G3 Watch: Timing the first rate cut
Receiving very front-end rates is starting to look attractive across all G3 countries again. The ECB is likely to cut in March as they will have...
477 Views
Bond Watch: Dutch Pick-Up
The Dutch State Treasury Agency (DSTA) will sell a new 10-year benchmark, maturing on 15 July 2034, for EUR 4 to 6bn via theDutch Direct Auctionon...
319 Views
ÂÂFed Review: Not Confident to Cut Rates – Yet
The FOMC held the Fed funds rate unchanged in the range 5.25 to 5.5%, as widely expected. The Fed remains data dependent and want to see more good...
257 Views