Positioning Watch: Who Blinks First?
TLT inflows have been consistently positive for several months, indicating a strong trend. However, early investors find themselves in under...
352 Views
Positioning Watch: Seeking Shelter in the Fog of War
Chinese stimulus, US CPI, and Gaza Bombardment now likely turning into a land invasion. Plenty of events to digest in the scope of one week!
432 Views
Pakistan Economy - Inflation up 31% YoY in Sep-2023 as Expected
Pakistan’s CPI Inflation jumped to 31.4% YoY in Sep-2023, breaking a three-months of YoY declining trend. The significant hike in inflation is due...
437 Views
Double Crosshairs Haunt Wheat; Geopolitics and El Niño Impacts Global Staple
The ascending El Niño along with diminished global inventories brings a strong risk of shortages in the global wheat market alongside sharp price...
466 Views