Positioning Watch: Hedge Funds Caught in the China Storm, While Retail Investors Keep Piling In
Hello everyone, and welcome back to our weekly positioning watch. What a week it has been in global macro once again, with Chinese equities...
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Positioning Watch – NFP could really shuffle USD markets given current positioning
Hello everyone, and welcome back to our weekly positioning watch. The moves from last week continue with China still being super bid going into...
268 Views
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...
1.5k Views
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...
350 Views
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...
281 Views