•12 Feb 2024 10:47•Podcast
Global FX: Tariff Risks and US Exceptionalism Support the Dollar
US exceptionalism is evident in strong services ISM and relative equity performance, which is leading to the dollar's dominance in capital flows.
•28 Jan 2024 08:39•Podcast
US Rates: The Calm Before The (Policy) Storm
The US rates market has experienced a slowdown in coupon auction increases and ruled out the possibility of further rate hikes, while the Federal...
•24 Jan 2024 10:17•Podcast
US Rates: Polar Vortex Duration Extension
Investors who are long the March bond futures contract can hedge against the risk of CTD duration extension by buying March bond contract puts with...
bullish•EURO/US DOLLAR•22 Jan 2024 21:22•Podcast
Global Rates: January ECB Meeting and Euro Rate Markets
The ECB is expected to remain on hold at the upcoming meeting, with the focus on their updated views on growth, inflation, and any forward guidance.
•22 Jan 2024 17:41•Podcast