Are We Heading for a Volatility Event?
Notably, Semiconductors (light blue), Gold (depicted in blue), High-Yield OAS (in red), and Bitcoin (represented in black) exhibit remarkably...
201 Views
US CPI Reaction: Headache for Powell not so much markets
Today’s US CPI report was clearly hawkish on the surface, but looking closely, it is not all too demoralizing for those betting on continued...
208 Views
Positioning Watch – Bye Bye Japanese Consensus Case?
Hello everyone, and welcome back to our weekly positioning watch, which today will start at the growing number of BoJ officials who are now...
228 Views
Energy Cable #60: Copper getting some help from China?
Take aways: Chinese deflation and high USD rates really putting a damper on copper; Interesting divergence in the USD and crude oil; Russia not...
385 Views
US Inflation Watch: OER a one-off?
We see US inflation printing at 0.37% MoM in headline terms and 0.26% MoM in core terms. That leaves us in line with consensus, but with a...
242 Views