Macro Regime Indicator: What Technically Rising Liquidity Means for Your Portfolio
For December, we see rising liquidity due to rallying treasuries and rising SOFR-Fed futures spreads, consequently depleting the ON RRP faster than...
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CX Daily: Five Things to Know About China’s Unusual Sovereign Bond Issue
Bonds / Five things to know about China’s unusual sovereign bond issue The Chinese government took a rare and unexpected decision in October to...
260 Views
EM by EM #30 Pick-up from King Carry?
After a prolonged saga of stimulus negotiations and the expenditure of countless man-hours in preparation, it is evident that the Chinese stimulus...
434 Views
Steno Signals #73 – An Abysmal Impulse for 2024
The credit impulse for 2024 looks abysmal; Rates volatility is likely going to rise sharply again; Equities still look (too) expensive on most...
325 Views
CX Daily: China’s Ambition to Build a Financial Powerhouse
Financial Conference / In Depth: China’s ambition to build a financial powerhouse Law /: China to update state secrets law amid increase in...
243 Views