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bullish
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Cross Asset Strategy
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08 Aug 2022 13:57
US Treasuries & Post NFP Thoughts
The fall in the Oil price is arguably more important than the NFP numbers. Should it continue, a move down on US 10 year yields would not be...
Shyam Devani
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189 Views
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bullish
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Cross Asset Strategy
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27 Jul 2022 16:13
"V" For ? Thoughts on Central Banks
Market reactions to the ECB are clear, they are going the opposite way of what policy makers intended. As we prepare for the Fed, some medium term...
Shyam Devani
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240 Views
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bullish
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Cross Asset Strategy
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22 Jul 2022 11:06
Cross Markets: Is the Ship Turning?
The inverted curve in the US should NEVER be ignored. Latest indications point to further gains in bonds as well as ongoing gains in equities....
Shyam Devani
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404 Views
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bearish
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JPY
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30 Jun 2022 11:39
USDJPY Disconnect
The price action on USDJPY & the DXY Index as well as short term developments in the fixed income markets are beginning to warn of a stretched USD...
Shyam Devani
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309 Views
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bullish
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Cross Asset Strategy
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22 Jun 2022 11:39
Nikkei 225's Comeback
The signs across markets as well as the price action on the Nikkei 225 indicate a decent rally ahead for Japanese equities as the BoJ continues...
Shyam Devani
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350 Views
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