Auction Dynamics Augurs Well for Long 2Y Short 5Y Spread
Rates expectations have shifted. Yield curve landscape has evolved. FOMC meetings have not resulted in rate hikes. Expectations now is for three...
265 Views
Long Volatility & Gold, Caution on Equities, and Short Dollar & Oil Under Trump 2.0
Trump v/s Biden again. Trump leads Biden. In Trump 2.0, equities will struggle, USD will grow weak, Oil prices will become feeble. Gold, Defence,...
362 Views
[TW2] US & JPN Equities on Steroids While China Remains Shaky on Deflation Fears (W/E 19th Jan 24)
Animal spirits were back in charge last week as market sentiments rose high. US and Japanese equity markets continue to set record highs. Are we...
247 Views
[TW2] Japanese Equities Soar, Spot BTC ETF Goes Live, & Rising Red Sea Tensions (W/E 12th Jan 2024)
Nikkei surges to a record. Citi reports worst quarter in 14-years. Red Sea tensions are soaring pushing sea & air freight to spike sharply....
307 Views
War and Weather Choking Supply Chains and Risks Spooking Inflation
Conflicts are intensifying in the Red Sea. US and UK launched about 70 airstrikes on Houthi targets in Yemen. Houthis vows to respond and asserts...
734 Views