Bull Steepening Watch – Is Lower Yields Really What Risk Assets Want?
Let’s run through each asset class to see where to put your eggs if a bull-steepening of the yield curve continues into 2024.
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Commodity Watch: Alternatives to Betting Directly on the Curve
With MOVE and 10 year yield 3m rolling correlation back to its 2022 levels, is it time for a cocktail of a rates volatility wrecking ball ala...
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Commodity Watch – A rebound in the most cyclical asset class?
Welcome to the final series of our “Business Cycle Week”, where we cover how a possible rebound in manufacturing might affect asset markets, and...
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Scary: Oil market business conditions are worsening fast - due to policy mistakes
Oil businesses fear lower prices and a shortage of workers The quarterly Dallas FED Energy survey showed some pretty interesting result.
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Australia’s Bullish Prospects
The breakout in Australia's stock market looks encouraging especially when coupled with indications in other related markets.
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