The Week At A Glance: Time to bet against the USD?
Greetings from Europe!The Week At A Glance replaces our Morning Report each Monday as it allows for a deep dive into the economic releases and...
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Liquidity Watch: The $ liquidity outlook remains solid for Q3
The liquidity outlook always makes for interesting discussions and after a few minor hiccups in liquidity proxies both in the USD space and the...
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EM Watch: Is the Chinese copper demand down 40%?
Welcome to our weekly EM and Metals editorial. It’s hard not to talk about China again this week, given the importance of the metals trade for...
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The week at a glance: UK CPI report is taking the headlines together with Le Pen
Welcome to our weekly “The week at a glance” report released every Monday morning (and replacing our Something for your Espresso every Monday). We...
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Positioning Watch – Hedge Funds are leaning towards increasing growth, but NOT inflation
Hello everyone, and welcome back to our weekly positioning watch. The sudden deflation in the Motor Vehicle Insurance component in the CPI report...
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