Asset Allocation Watch: Best not hope for cuts
Recent developments in components of the inflation basket leave us less convinced of the path ahead for the Fed but judging by funds futures, the...
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Yield Curve Watch: Bull, bear, steeper, flatter? Here is what the data suggests
Welcome to our Yield Curve Watch series. Over the next few days, we will assess all asset classes in relation to the yield curve dynamics and...
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Out of the Box #14: 4 Reasons Why Curve Steepening Is Now on the Cards
In our “out of the box” series, we aim at being ahead of the current consensus narrative and think of the next theme that could drive price action...
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"V" For ? Thoughts on Central Banks
Market reactions to the ECB are clear, they are going the opposite way of what policy makers intended. As we prepare for the Fed, some medium term...
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Cross Markets: Is the Ship Turning?
The inverted curve in the US should NEVER be ignored. Latest indications point to further gains in bonds as well as ongoing gains in equities....
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