Liquidity Watch: Houston, we have a liquidity/SOFR problem!
Welcome to this liquidity watch analysis, where we will address the current stress in USD funding markets and the potential impact on the Fed’s...
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China Liquidity Watch: USD easing allowed China to ease, but there is a caveat..
The USD market will be flooded with liquidity in Q4, accompanied by rate cuts, providing Chinese authorities with a window of opportunity to ease...
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Positioning Watch – NFP could really shuffle USD markets given current positioning
Hello everyone, and welcome back to our weekly positioning watch. The moves from last week continue with China still being super bid going into...
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Week at a Glance – Squuuuuuuuuueeeeeeze!
Happy Monday, let’s dive into the most critical stuff we are on the look out for this week. Morning moves: It seems like physical commodities...
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Portfolio Watch: The outlook is brightening into October
Everything is about the ongoing rally in Chinese equities at the moment, with China now being the best yielding country in the world in equity...
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