Rates & FX nugget: The PBoC doom-loop
In our “Nugget series” we aim at visualizing the most important themes in global macro with a few timely charts and very few words. Today we will...
401 Views
Portfolio Watch: Navigating Crossroads
We delve into the performance of our portfolio and take a close look at the ever-changing landscape of financial markets.
301 Views
Positioning Watch – The Chinese Disappointment Is Written All over the Latest Positioning
Weekends provide the perfect opportunity to review the market’s performance over the past week – and this week has again been full of volatility...
400 Views
Yield Curve Watch: Bull, bear, steeper, flatter? Here is what the data suggests
Welcome to our Yield Curve Watch series. Over the next few days, we will assess all asset classes in relation to the yield curve dynamics and...
399 Views
Australia and Japan Set to Lead Global Bear Steepening
This week, the decisions and guidance from the ECB and BOJ have caused disruptions as they were out of consensus. The yield curve for Europe and...
339 Views