CX Daily: Chinese Shippers’ Diverging Fortunes
Shipping: In Depth: Chinese shippers’ diverging fortunes. Macao: Macao takes aim at currency exchange services for gamblers. Personnel: Securities...
164 Views
The Week At A Glance: On Credit Watch While Liquidity Is Turning Nasty
Welcome to our weekly “The Week At A Glance” publication, where we dig into the most important key figure releases and tradeable themes for the...
248 Views
Portfolio Watch – What can we trade in this weak labor environment?
What a crazy day (week), starting August off with a somewhat disastrous NFP report. Private sector jobs are trending down, government payrolls are...
944 Views
Positioning Watch – Metals bets are finally being squared, but retail is piling in
Markets remain focused on 2-3 rate cuts from the Fed, growth not rolling over fully, and inflation continuing its downward trajectory. There seems...
205 Views
Central Bank Watch – We are approaching the point where the market is losing its composure
Markets at one point began to anticipate a risk of more than a 25 bps increase in September, and we have already seen early chatter about a rate...
313 Views