Positioning Watch – 0 Fed cuts is almost the most favored outcome in market pricing now
Hello everyone, and welcome back to our weekly positioning watch, where we as usual will dive into positioning and sentiment data to provide you...
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The week at a glance: Time for the BoJ to step up, while soft PCE numbers may fool some..
Welcome to our weekly “the week at a glance” publication where we dissect the most important central bank meetings and key figure releases in a...
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Macro Overview: A Review of Recent Events Impacting Our Investment Themes
Weekly Macro Review -Federal Reserve rules out early rate cuts, Russia/Ukraine conflict impacts oil prices, China's Q1 GDP exceeds expectations.
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EM Gold Rush: The pressure valve amid Asian FX debasement risks?
Welcome to this week’s edition of our EM-focused weekly editorial. This week, we’ve decided to look into the reemerging weakness in Asian FX, and...
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Positioning Watch – Volatility Is Back, but Markets Still Lean into USD Duration.. God Knows Why..
Hi everyone, and welcome back to our weekly positioning / sentiment overview, which will be delivered to you right as firefighters have hopefully...
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