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...
393 Views
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...
408 Views
Week at a Glance: Markets Have Truly Thrown Inflation in the Bin by Now
Good afternoon from a rainy Copenhagen. As always, Monday’s morning report will be replaced by our ‘Week at a Glance’ editorial, where we will go...
373 Views
Portfolio Watch – This NFP will allow September seasonality to unfold.
Happy Friday from Copenhagen!This week has revolved around the NFP report from an allocation perspective, with markets being hypersensitive to...
302 Views
Positioning Watch – Markets are begging for a rebound in growth
Hello everyone, and welcome back to our weekly positioning watch, now moved to Wednesdays. Global macro has truly been a rollercoaster these past...
288 Views