Asset Allocation Watch: Country Garden Melt-Down? 5 Charts on Cross-Asset Spill-Overs!
We have spent this Sunday evening trying to prepare ourselves for the opening given the turmoil expected in China after Country Gardens (the former...
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Portfolio Watch: Navigating Crossroads
We delve into the performance of our portfolio and take a close look at the ever-changing landscape of financial markets.
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5 Things We Watch – Fed Overtightening, Curve Steepening, US CPI, BoJ & China
Welcome back to our Wednesday series where we take you through the world of global macro and what to look out for going forward. With US CPI being...
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Money Watch – Is money growth BACK?
With the central bank tightening and continuing globally with Fed and ECB hiking rates 25bps and BoJ moving the YCC cap, we have a look at global...
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Steno Signals #58 – The One on Banana Republics, Yield Curve Controls and the Yuge EUR Consensus
The outlook for the economy, rates, fx and other assets apparently never fails to surprise! We have thankfully made very decent returns through a...
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