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...
234 Views
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...
364 Views
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...
198 Views
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...
1.3k Views