5 Things We Watch Ahead of the FOMC Meeting
Today’s ‘5 Things We Watch’ will center around tonight’s FOMC meeting, which will not be any surprise to markets looking at the interest rate...
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Positioning Watch – Prepare for further action in JPY pairs
Hello everyone, and welcome back to our weekly positioning/sentiment overview!Equity sentiment has soured a bit since we last spoke, with broad US...
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Energy Cable: The recipe for another summer of exploding energy prices (in Europe)
Energy markets in Europe still fragileA hot summer and manufacturing rebound could set prices goingManufacturing cycle is improving everywhere but...
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Portfolio Watch: No respite for Asian FX.. How to deal with it?
Welcome to our weekly Portfolio Watch!We have had a strong week in our portfolio with a USD-reflationary lean, but we are starting to contemplate...
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5 Things We Watch – SOFR Probabilities, USDJPY, CNY Devaluation, IFO & Eurozone electricity
Welcome to our weekly ‘5 Things We Watch’, where we as always zoom in on 5 of the things we look out for in global macro. The battleground in...
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