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...
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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...
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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...
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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...
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