Great Game – Biden in Free-Fall and a French Ménage À Trois
Biden is starting to drop rapidly in polls after the US presidential debate. Many polls show Trump to have opened a 2-4 point lead nationally,...
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Positioning Watch – Markets are buying into US Fixed Income, but fast money don’t agree
Welcome back to our weekly positioning watch, brought to you today from a sunny Copenhagen. Denmark advanced as the second team in their Euros...
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The Week At A Glance: Time to bet against the USD?
Greetings from Europe!The Week At A Glance replaces our Morning Report each Monday as it allows for a deep dive into the economic releases and...
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Liquidity Watch: The $ liquidity outlook remains solid for Q3
The liquidity outlook always makes for interesting discussions and after a few minor hiccups in liquidity proxies both in the USD space and the...
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EM Watch: Is the Chinese copper demand down 40%?
Welcome to our weekly EM and Metals editorial. It’s hard not to talk about China again this week, given the importance of the metals trade for...
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