Portfolio Watch: Markets sniffing out the Chinese resurgence case
Macro Portfolio: Markets sniffing out the Chinese resurgence caseOur conviction in pro-cyclical trends have been confirmed in markets this week,...
435 Views
China Watch: MAJOR breakouts in several commodities. Is China buying again?
Take aways: Low vol in commodities leading to no directional bets Chinese smelters cut striking fear in the marketChinese copper stock levels...
315 Views
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...
332 Views
The Aftermath of El Nino Weather // China Re-Confirms 5% GDP Growth Target
China set a growth target of “around 5%” for 2024, according to the “Government Work Report” released Tuesday as part of the opening of the...
332 Views
Commodity & Shipping Watch: Time to get back into the shipping bets?
Negative roll yield killing BCOM returns, even as spot has performed OKWe need to see some serious stimulus out of China for broad...
452 Views