Central Bank Watch – We are approaching the point where the market is losing its composure
Markets at one point began to anticipate a risk of more than a 25 bps increase in September, and we have already seen early chatter about a rate...
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Scandi Watch: Norges Bank -> A hawk flying among doves?
The Norwegian rates case is always interesting when we see significant moves in NOK, foreign rates, and energy prices. Norges Bank is in contrast...
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EM Watch: Knock-outing the EM darlings, while inflation is returning in EM space
Welcome to our weekly EM editorial, where we touch upon the most tradeable topics in liquid EM markets and how they interact with main themes in...
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Positioning Watch – There was no “rotation” from large to small caps
Welcome back to our weekly positioning update. It’s hard not to touch upon the recent moves in equities once again, with markets trying to digest...
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Business Cycle Watch: Why Sweden’s Resurging Momentum is a Must Watch
In this brief update on the business cycle, we will present a comprehensive overview of the current economic situation in Sweden. The Riksbank...
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