5 Things We Watch – Rates Pricing, Bond Positioning, Equities Setback, USD Wrecking Ball...
Macro is truly back with central banks and pricing of policy rates back on the top priority list amongst traders and investors. Powell’s remarks...
235 Views
EM Watch: China is preparing something BIG!
The below chart of ours have made the rounds in recent days and weeks as China seems to be preparing for something big given the heavy restocking...
729 Views
5 Things We Watch – Rates Pricing, Liquidity turning, Labor Market, Commodities & China
Hello everyone, and welcome back to our weekly ‘5 Things We Watch’, where we provide 5 of the things we keep an eye out for in global macro in a...
485 Views
Emerging Markets: Legs to the Korea case or time to cash in?
We see growth trending higher in the cyclical parts of the economy through April on our models and nowcasts, and Korean industries are...
249 Views
Energy Cable #63: It is still all eyes on China
Solid PMI numbers out of China supporting the reflation story. Steel Production looks ok. There is still potential for the USD to throw a wrench in...
182 Views