Portfolio Watch: The outlook is brightening into October
Everything is about the ongoing rally in Chinese equities at the moment, with China now being the best yielding country in the world in equity...
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Week at a Glance – Are We Getting More 50s Across the Globe?
As we enter the historically weak 7–10 days for markets, it’s a good time to be cautious. Banks are also preparing for quarter- and year-end...
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Positioning Watch – Markets Anticipate a 50bps Cut Tonight
Hello everyone, and welcome back to our weekly positioning update. Today’s version will be short and to the point, allowing you time to digest the...
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US Rates: Schrodinger’s Cut
Central banks around the world are cutting rates, with the Fed expected to follow suit with a 50 basis point cut, leading to market uncertainty and...
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US CPI Review: 50bp is OFF (In September)
Today’s CPI report confirms that the 50bps cut markets were hoping for is now completely off the table, with markets currently pricing in only a...
460 Views