The Confidence "Interval"
Europe’s banking sector is back in the spotlight – and, once again, it is for less than positive reasons. Unlike earlier episodes, however, the...
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ANIMAL SPIRITS Update: OPEC Fuels Base Effect - Oil, Inflation &Â The Fed, Yields, Financials and EM
Executive Summary OPEC production cut plan supports our macro thesis of an oil-led, inflation expectations uplift. Our original WTI peak base...
299 Views
Financial Services Observer: Solving the Interest Rate Equation
Trends in Technology, Demographics, and Borrowing Will Set the Course of Rates We hypothesise that three main factors will determine the future...
320 Views
The Moats that Fintech Companies Must Cross
Traditional finance companies' competitive advantage operates like moats protecting mediaeval castles. Fintech companies must cross the moats of...
535 Views
EURO STOXX 50 Sep 22 Rebal: Massive Flows for Nordea Bank, Nokia, Kone, & Philips
The Long ADDs Short DELETEs trade seems interesting because the average impact on both size is significant and incoming momentum is strong.
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