Macro Regime Indicator: Liquidity is Starting to Improve
Welcome back to our monthly regime update, sharing insights from our data hub on cross-asset returns in different regimes. Coming into July, we...
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US Inflation Watch: Disinflation scare or relief?
Welcome to our US Inflation Watch. We see US CPI inflation coming in at 2.8% YoY and 0.1% MoM, with core inflation at firm 3.1% YoY and 4 bps...
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Positioning Watch: Are we back to square one?
Welcome back to the weekly positioning watch. What a week it has been so far! The recession narrative has slowly but surely vanished from global...
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Energy Cable: Why Chinese Flows Govern Gold Markets, Not Western Cutting Cycles
Take aways: China will be a key player for gold marketsMBS suffering even more as crude tumblesHigh frequency indicators don’t scream recession in...
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The Week At A Glance: On Credit Watch While Liquidity Is Turning Nasty
Welcome to our weekly “The Week At A Glance” publication, where we dig into the most important key figure releases and tradeable themes for the...
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