Portfolio Watch: The Real World Is Reflating Again
Welcome to this week’s rundown of our portfolio, its performance, and our most clear-cut conviction for the period ahead. The cocktail of better...
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Scandi Watch: More NOK Liquidity Coming, but with Positive FX Spot Effects?
Norway is currently considering a set of financial proposals that could significantly impact its currency and overall money market...
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Norway Watch: Cheat sheet to assessing Norges Banks rate path
Ahead of the Norges Bank meeting tomorrow morning, we’ll elaborate on the mechanics behind the rate path model at Norges Bank and how the new path...
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Positioning Watch – Low FX volatility provides cheap leverage for a rebound in manufacturing
Hello everyone, and welcome back to our weekly Positioning Watch. Markets were caught on the wrong side of expectations last week with PPI coming...
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Portfolio Watch – Have markets traded the cyclical rebound in advance?
Welcome to our weekly portfolio watch, which today will be all about the (potential) upcoming rebound in the cyclical momentum. As always we share...
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