Positioning Watch – Markets have NOT been Ready for Growth to Weaken in the US
Happy Thursday, and welcome to our weekly positioning watch, brought to you just before the crucial NFP report tomorrow. From what we see across...
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Europe Flash Watch – The German 2025 bazooka!
In Germany, “debt hawks” are slowly but surely waking up to the reality of their manufacturing industry being brought to its knees. In Angela...
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The Week at a Glance: Manufacturing Rebound, Fed Liquidity Signals & Oil’s Fragile Balance
Happy Monday!Each week, we collect the most important events in the week ahead and provide you with our direction going into them. Enjoy!Monday –...
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The Week Ahead - Give Thanks For
President Trump announces potential tariff policies on social media, appoints Scott Besant as Treasury Secretary, leading to market volatility and...
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Positioning Watch – The US Exceptionalism Story Is Back in Play!
Main point:The current positioning picture is becoming increasingly uniform across asset classes: higher US growth, higher USD rates versus...
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