Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

Asia biased macro & technical analysis

Cross Asset Strategy

<ul><li>The YoY inflation rate in the UK increased by 7.9%, which was better than the expected 8.2%.</li><li>There has been some overreaction due to positioning, leading to impulse moves in UK rates, Yield Curve, EURGP and GBPUSD.</li><li>The GBPUSD has experienced an impulse drop, but it awaits signals of a trend reversal.</li></ul>

The YoY inflation rate in the UK increased by 7.9%, which was better than the expected 8.2%.There has been some overreaction due to positioning, leading to impulse moves in UK rates, Yield Curve, EURGP and GBPUSD.The GBPUSD has experienced an impulse drop, but it awaits signals of a trend reversal.

Sterling U-Turn