EM Watch: Western investors are tired of China and Japan “crying wolf”
Welcome to our weekly EM Watch, with a particular focus on China and metals. I used to travel to China and Japan a lot, but I haven’t visited the...
1.5k Views
Great Game – Israel and Hezbollah headed for war?
Hello and welcome to this week’s Great Game. We have a lot of current geopolitical events to cover, so let’s get to it!Israel and Hezbollah headed...
133 Views
Liquidity Watch: The $ liquidity outlook remains solid for Q3
The liquidity outlook always makes for interesting discussions and after a few minor hiccups in liquidity proxies both in the USD space and the...
429 Views
EM Watch: Is the Chinese copper demand down 40%?
Welcome to our weekly EM and Metals editorial. It’s hard not to talk about China again this week, given the importance of the metals trade for...
877 Views
Positioning Watch – Increasing the BETA risk?
Hello everyone, and welcome back to our weekly positioning watch. Our newly invented high-frequency hedge fund positioning data was well received,...
196 Views