The Week at a Glance: The USD in the (Jackson) Hole amidst Over 1 Million Jobs Disappearing?
Welcome to our weekly “The Week At A Glance” publication, where we explore the most important key figure releases and tradeable themes for the...
1.4k Views
Mint Macro Roundup: U.S. Inflation Dips Below 3% Amid Stronger Retail Sales
U.S. inflation fell below 3% for the first time in over three years. Despite mixed signals from the manufacturing sector, retail sales showed...
514 Views
US CPI Watch: The old culprits are back, but the report is soft enough for the Fed to cut
Overall this print doesn’t change the picture a whole lot. Inflation is soft enough for the Fed to cut, but it is not a “slam dunk” disinflation...
428 Views
Positioning Watch – Positioning Squaring in JPY is Complete
Hello everyone, and welcome back to our weekly positioning update. This week likely marks the end of the positioning squaring phase, as multiple...
1.3k Views
Portfolio Watch: We Dare to Say the Bottom Is In for Risk Assets
We have successfully navigated our macro portfolio through yet another week of high volatility, especially following Monday’s (in hindsight)...
1.3k Views