Quant Signals: USDMXN
The case for a stronger MXNMXN sold off massively following the Mexican election last week but we still view the MXN as a clear-cut âtrade...
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Steno Signals #103: A blood-bath in metals in July!?
Happy Sunday from a windy Copenhagen!Weâve been yammering about the copper buildup on Chinese exchanges for months. Was it a strategic decision to...
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EM Watch: The China bet and the copper story are both old hat by now
Welcome to our weekly EM editorial where we travel across the liquid EM markets in the context of recent developments in USD markets. ISM Services...
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Positioning Watch â Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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Positioning Watch â The real world strikes back
Hello everyone, and welcome back to our weekly positioning watch. Markets have been enjoying the easier financial conditions imposed by a weaker...
948 Views