US Reciprocal Tariff Scheme Is Likely to Boost US Manufacturing in Time; Positive
​US imposes 10%-54% 'reciprocal' tariffs, hitting China hard but benefiting UK, Korea, Japan, India. Reshoring of manufacturing to boost US...
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UK CPI Watch – A Deflationary Shock?
We recently entered a long UK duration trade in anticipation of further disinflation in the UK, which so far has been a winning trade as the...
377 Views
Bull Steepening Watch – Is Lower Yields Really What Risk Assets Want?
Let’s run through each asset class to see where to put your eggs if a bull-steepening of the yield curve continues into 2024.
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Positioning Watch – All About the Soft Landing Narrative
Hello everyone, and welcome back to our weekly positioning watch, where we as always try to dig down into the latest positioning data and give you...
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UK CPI Watch: No Path to 2% Unless Inflation Deflates on a Monthly Basis
Welcome to our short and chart-packed preview of UK inflation out tomorrow morning. The BoE is probably the most mispriced central bank in G10
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