The Week at a Glance: Rates might stay higher for a bit longer (in the US)
Happy Monday!Over the weekend, tensions in the Middle East eased after an Israeli strike that notably avoided Iran’s crude infrastructure. This...
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Portfolio Watch: October reflation or October disinflation?
The USD has regained ground alongside USD rates since the 50bp from the Fed in September, which reignited both growth- and inflation expectations...
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The Week at a Glance: No Bazooka from China (Yet) – Over to You, ECB
The recent Chinese fiscal briefing was underwhelming, as expected. China continues to focus on supply-side measures, which remain ineffective in...
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Positioning Watch: Hedge Funds Caught in the China Storm, While Retail Investors Keep Piling In
Hello everyone, and welcome back to our weekly positioning watch. What a week it has been in global macro once again, with Chinese equities...
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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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