Long Europe/Short EM Pair Bet
Long Europe/Short EM pairWe have been allocating more to Europe given recent upside breakout in parts of Europe. We can also see Emerging market...
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This Euro Barrier to Halt Rise
The Euro currency is nearing the tail end of a rather linear rise and starting to show signs of exhaustion. Before we get to the macro Euro chart...
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The Market Sentimentalist - Cock-A-Doodle-Doo
SummaryGeopolitical tension has sharply escalated in the wake of yet another North Korean missile launch aimed in Japan’s general direction. For...
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Asian Dollar Bond Monitor: New Normal or Late-Summer Night Dream
We revisited the Asian US Dollar bond universe, following our original ADBM (dated 24-April-2017). Asian USD bond spreads have staged a come-back...
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The State of the U.S. Labor Market
Maximum sustainable employment is one side of the Fed’s dual mandate and is connected to the price-stability mandate in minds of many at the Fed...
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