The US Fed May Find It Hard NOT to Cut Rates in 2024
The beckoning US Election Year is likely to focus investor both on economic prospects and on the real potential for an easing of Fed policy. We...
1k Views
QT Dead...Risk On Again?
Risk asset markets are racing ahead. Is the bull back? We argue that not much has changed, except that QT (quantitative tightening) is effectively...
1.7k Views
The Global Liquidity Cycle
This report looks at the origins, definitions and outlook for Global Liquidity. It is part primer and part prediction. The next peak in Global...
1.2k Views
Positioning Watch – The Goldilocks Scenario is Intensifying
Happy Saturday everyone, and welcome back to our weekly positioning watch, where we dissect how traders and investors are positioned
409 Views
A Secret US-China Accord? Will It Boost Global Liquidity?
Treasury Secretary Yellen's recent trip may have led to a secret US-China Accord that allows the US dollar to weaken and China's PBoC to ease...
1.5k Views