The Weekly Market Monitor – How China Is Pushing Stocks Higher Except at Home
Is this the start of another Chinese liquidity boom? Meanwhile, commercial real estate loan provisions are spreading across the globe, which is why...
673 Views
Positioning Watch – Spread-trades are the way to play the current environment
Very interesting dynamics in markets lately, with the NFP report Friday shocking markets at first glance before sending them back into rally-mode,...
376 Views
EUR-Flation Watch: Why the ECB Is off by Miles in the Q1 Forecast
After having updated our models, we see March HICP printing at 1.84% versus ECB at 2.9% (Q1-average) and a market pricing of 2.25% (or thereabout)
325 Views
Part Five: The German Vulnerability
The fact that the UK yield curve has flattened more than Germany's is puzzling. This could indicate that the UK economy is on the brink of a deep...
630 Views
NEW EU FISCAL RULES – Victory for the Expansionists or the Prudentials?
Amidst the prospect of a soft landing and lower interest rates, the European Council unanimously voted in favor of reinstating fiscal safeguards...
730 Views