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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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...
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Norges Bank Review: Nothing new
"When it comes to the risks to the outlook for the key rate, the central bank again repeats that a weaker NOK than expected could lead to a new hike
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NGB: Borrowing Programme 2024
Norges Bank plans a large increase in bond issuance next year and could at the same time restart their swap program. We comment on last week's...
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