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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Curve Steepeners and the Boomer Trade
As highlighted in our data dive yesterday on the curve we see the steepener case as increasingly compelling. From our portfolio, you will also...
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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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5 Things We Watch: Downgrades, Cyclicals, Oil, JGBs and GDP/GDI
A credit downgrade of the US sovereign debt amidst a steepening of global curves triggered by the Bank of Japan finally making mini-steps towards...
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