Portfolio Watch: China needs to deliver, or it could end in tears
Happy Friday from Copenhagen!The fiscal briefing in China tomorrow will be crucial, as inflows into the country have significantly diminished in...
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The Week at a Glance: No Country for Inflation Undershooting Men
A few hours after the decently strong non-farm payrolls report, Goolsbee of the FOMC commented on inflation undershooting its target, suggesting...
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US Rates: The Fall Classic
Labor market data challenges the notion of slowing labor demand, with job openings rising in August and initial claims at their lowest since May,...
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Crypto Moves #46 – Better Bull Than Bear
For weeks, we have been anticipating October with optimism, given multiple positive factors for the crypto market. Among these is the conclusion...
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Liquidity Watch: Houston, we have a liquidity/SOFR problem!
Welcome to this liquidity watch analysis, where we will address the current stress in USD funding markets and the potential impact on the Fed’s...
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