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...
398 Views
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.
598 Views
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...
474 Views
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...
442 Views
Portfolio Watch: The USD Wrecking Ball Is Back
The USD has been on a roll since the firm US inflation report earlier in the week and we are approaching the point where European trade balances...
544 Views