5 Things We Watch – Fed, BoE, Energy, GDI/GDP & BoJ
It’s Central Bank bonanza once again, and that of course means that we will take you through the biggest central bank meetings and give you our...
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Fed Nugget: Why the Fed Dot Plot Will Remain Hawkish
It is time for the FOMC meeting this afternoon/evening depending on your location and we see a high probability of the FOMC solidifying that...
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Asset Allocation Watch: Best not hope for cuts
Recent developments in components of the inflation basket leave us less convinced of the path ahead for the Fed but judging by funds futures, the...
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The Energy Cable #38: Time to switch exposures in Energy space?
Warren and 3Fourteen Research has been bang on with their bullish crude trade posted in July, which has returned approx. 33%
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Recession Nugget: What’s the deal with GDP and GDI
With the spread between GDI and GDP reaching historical levels we ought to dig into the numbers once again to figure out if this is just...
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