Positioning Watch – Markets betting on lower rates and higher oil prices
Welcome back to our weekly positioning watch, where we as always provide you with our latest findings on sentiment, positioning, and everything in...
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Goodbye El Nino - Hello again La Nina // The case for Bitcoin
"El Nino has peaked and is declining, indicating a return to neutral in the southern hemisphere autumn 2024 (March-June)," the Australian Bureau of...
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Portfolio Watch: Aboard the train but starring at the emergency exit
As we laid out last week our hands are up in the air long everything like we just don’t care- except bonds.The reason is that the existing regime...
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EM by EM #40: Chinese Promises and Mexican Traps
Key takeaways:The Chinese rally seems driven by talk rather than action- a warning to bulls as it is could reverse as swiftly if the rumours...
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How Commodities Perform Around First Rate Cut
In a soft-landing economic environment, history suggests that commodity indexes stay stable around the first rate cut then trend higher six months...
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