Macro Strategy: A Mixed Bag
Fiscal Front Loading will support the consumption growth outlook in 1Q24, with large spending in the final weeks of 2023 as well.
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BRIDS Monthly Update Economic & Fixed Income Research January 2024
The bond market exhibited relatively high volatility in January. The yield on US Treasury experienced an upward trend, climbing from 3.88% at the...
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Positioning Watch – Spread-trades are the way to play the current environment
Very interesting dynamics in markets lately, with the NFP report Friday shocking markets at first glance before sending them back into rally-mode,...
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Energy Cable: Crude Oil Above 80.. It Was Fun While It Lasted
It seems like all it took was one bulletin from Al-Jazeera about a potential ceasefire between Hamas and Israel for crude oil to lose all its...
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Positioning Watch – Markets betting on lower rates and higher oil prices
Welcome back to our weekly positioning watch, where we as always provide you with our latest findings on sentiment, positioning, and everything in...
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