Week at a Glance – Are We Getting More 50s Across the Globe?
As we enter the historically weak 7–10 days for markets, it’s a good time to be cautious. Banks are also preparing for quarter- and year-end...
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Positioning Watch – Markets Anticipate a 50bps Cut Tonight
Hello everyone, and welcome back to our weekly positioning update. Today’s version will be short and to the point, allowing you time to digest the...
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US Rates: Schrodinger’s Cut
Central banks around the world are cutting rates, with the Fed expected to follow suit with a 50 basis point cut, leading to market uncertainty and...
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US CPI Review: 50bp is OFF (In September)
Today’s CPI report confirms that the 50bps cut markets were hoping for is now completely off the table, with markets currently pricing in only a...
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Week at a Glance: Markets Have Truly Thrown Inflation in the Bin by Now
Good afternoon from a rainy Copenhagen. As always, Monday’s morning report will be replaced by our ‘Week at a Glance’ editorial, where we will go...
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