Is a Major RMB Depreciation on the Cards?
Potential signs of major stimulus excites markets but could weaken the RMB. Continued incremental easing in China may disappoint equity investors...
606 Views
Whither the Yen?
The Bank of Japan is between a rock and a hard place as a servicing a high debt load takes preference over inflation and weak consumption. JPY...
800 Views
Reflation Watch: Has Japan turned a page, and have markets gotten ahead of themselves?
Stagnant growth and price deflation have defined the term Japanization, and, due to rapidly rising debt levels in conjunction with aging...
600 Views
5 Things We Watch – Cyclicals, Baltimore Bridge, ECB, USDJPY & Sentiment
Loads of stuff are going on in Global Macro, with global equities on the rise yet again, the JPY struggling a bit after unsuccessful attempts from...
465 Views
Positioning Watch – Time to get out of the cyclical trade?
Hello everyone, and welcome back to our weekly positioning watch! The weather in Copenhagen is sunny, and so is the mood in markets, with...
444 Views