Positioning Watch – Spread-trades are the way to play the current environment
Very interesting dynamics in markets lately, with the NFP report Friday shocking markets at first glance before sending them back into rally-mode,...
330 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
Inflation Watch – How are markets pricing inflation in 1 year?
Main findings: The risk-neutral probability distribution for USD 1Y inflation has a substantially larger right-hand skew than the one for...
273 Views
Positioning Watch – Markets betting on lower rates and higher oil prices
Welcome back to our weekly positioning watch, where we as always provide you with our latest findings on sentiment, positioning, and everything in...
288 Views
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.
365 Views