UK CPI Watch: Softer than priced in..
Welcome to our UK CPI preview. We find the market consensus overly hawkish ahead of the release tomorrow and especially see softness in Services...
192 Views
G5 Rates Watch: Mirror mirror on the wall, who’s the biggest interest rate cutter of them all?
The central bank outlook looks surprisingly uniform as the market has homed in on June as the first timing for the cutting cycle from most major...
276 Views
FX Watch: Tough times ahead for king USD?
Take-aways upfront: The USD looks to have broken the clear downtrend from Q3/Q4 last year, but the combination of rising inflation expectations...
157 Views
Positioning Watch – Bye Bye Japanese Consensus Case?
Hello everyone, and welcome back to our weekly positioning watch, which today will start at the growing number of BoJ officials who are now...
332 Views
Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
391 Views