Positioning Watch: Seeking Shelter in the Fog of War
Chinese stimulus, US CPI, and Gaza Bombardment now likely turning into a land invasion. Plenty of events to digest in the scope of one week!
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Recession Playbook: Here is how we think the recession will pan out
We have refrained from taking a decisive stance on the recession timing through the year and have generally had the view that recession risks (for...
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Positioning Watch – Oil Longs Are Not as Big as You Think
Welcome back to our weekly positioning watch, where we run through interest positioning insights/data collected throughout the week.
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Services Week: What to Buy if Manufacturing Rebounds While Services Weaken?
This week’s theme is the weakening in the services sector amidst manufacturing potentially looking to rebound. We aim to cover all asset classes,...
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EM by EM #18 – Why Jackson Hole is more important than Johannesburg
During an otherwise uneventful week, the International Finance correspondents are having a party. The first destination for the flying journalist...
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