Overview #9 Fallout from the Fed
A review of recent events/data impacting our investment themes and outlook. We look at the usual suspects of Gold, the JPY, Topix and the Hang...
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Positioning Watch – Markets Anticipate a 50bps Cut Tonight
Hello everyone, and welcome back to our weekly positioning update. Today’s version will be short and to the point, allowing you time to digest the...
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Portfolio Watch: Buy Bonds, Wear Diamonds (or Gold)?
We’ve generally experienced a “softer” September than anticipated in terms of interest rates. The typical September issuance seasonality takes a...
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Positioning Watch: Markets Are Positioned for Softness (in Rates)
Hello everyone, and welcome back to our weekly positioning watch. A lot is happening in markets ahead of what could be a significant turning point...
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CX Daily: Chinese Solar Giants' Shine Fades Amid Growing Product Glut
Solar / Cover Story: Chinese solar giants' shine fades amid growing product glut China’s solar panel makers are suffering plunging valuations amid...
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