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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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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Central Bank Watch: 5 charts on the Central Bank bonanza week!
It is a big central bank week with the FOMC meeting concluding on Wednesday, while four of the bigger European central banks report/decide on...
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Positioning Watch: Energy is not (yet) a consensus
Over the past week we received the monthly Fund Manager survey suggesting that UK and Europe are now (clearly) underweight relative to benchmark...
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The Weekly Market Monitor – The ECB’s Unreasonable Hike While the UK Falls into Recession
Markets got a dovish ECB hike but wrapped in a highly conflicting message, and one that will likely qualify as a policy mistake in hindsight.
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