EM by EM 41: Fearing the Fury but Fading the Fear
Takeaways:We maintain a bearish outlook on MXN, questioning the effectiveness of Banxico’s efforts in light of a bleak economic outlook. We...
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US Liquidity & Debt Watch: Yellen to Decide the QT Tapering Timing Tomorrow
Yesterday, the US Treasury revealed the issuance targets for Q1 and Q2. The net addition to marketable debt is $760 billion for Q1. While this is...
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Inflation Watch – How are markets pricing inflation in 1 year?
Main findings: The risk-neutral probability distribution for USD 1Y inflation has a substantially larger right-hand skew than the one for...
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Energy Cable #55: Red Sea Troubles Leading to Breakout in Oil!
Last week we wrote “For crude oil, the Houthis still let VLCC through the Suez hence crude’s range bound trading between 75-80 USD throughout Jan...
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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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