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 base forming thesis Since 16th May, yields have moved to a higher band, likely marking the end of the correction.</li><li>Bond rallies have had shorter lifespans and have tended to retrace rallies.</li><li>Plenty of data points to economic headwinds and the additional threat of a sharply slowing Chinese economy, keeping a lid on higher yields.</li></ul>

The base forming thesis Since 16th May, yields have moved to a higher band, likely marking the end of the correction.Bond rallies have had shorter lifespans and have tended to retrace rallies.Plenty of data points to economic headwinds and the additional threat of a sharply slowing Chinese economy, keeping a lid on higher yields.

US Interest Rates- Headwinds and Tailwinds