Does Fixed Income Have a Future?
With bond yields at floor levels with limited policy options to sustain zero or negative interest rates what is the future for fixed income? Is...
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USD Discounting S&P Fallout
Equites remain bearish structurally with a short strength game plan.DXY decline from the 100 resistance to 96.50 support unfolded with more of an...
399 Views
'Should You Trust the Bounce? '
After the recent global sell off across risk assets, we ask 'is there value from a tactical allocation perspective? ClearMacro's virtual tactician...
362 Views
Macro Monthly (April): Elevated Implied Volatility Set Against a Traditionally Supportive Backdrop
Elevated implied volatility dominates the backdrop, even as April’s historical tendencies offer a more constructive setting across markets.
245 Views
Confidence in Fed Hikes Waning
S interest rates have fallen significantly this year (-36bp) reducing the USD yield advantage. This has been matched by the GBP and CAD, but AUD...
375 Views