Positioning Watch – Bye Bye Japanese Consensus Case?
Hello everyone, and welcome back to our weekly positioning watch, which today will start at the growing number of BoJ officials who are now...
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EM Fixed Income: Emerging Markets Outlook & Strategy for February
The global economy is performing better than expected at the start of the year, with strong growth in emerging markets and resilient growth in...
470 Views
Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
452 Views
Positioning Watch – Spread-trades are the way to play the current environment
Very interesting dynamics in markets lately, with the NFP report Friday shocking markets at first glance before sending them back into rally-mode,...
378 Views
EM by EM 41: Fearing the Fury but Fading the Fear
Takeaways:We maintain a bearish outlook on MXN, questioning the effectiveness of Banxico’s efforts in light of a bleak economic outlook. We...
404 Views