Asset Allocation Watch: Country Garden Melt-Down? 5 Charts on Cross-Asset Spill-Overs!
We have spent this Sunday evening trying to prepare ourselves for the opening given the turmoil expected in China after Country Gardens (the former...
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Positioning Watch – The Chinese Disappointment Is Written All over the Latest Positioning
Weekends provide the perfect opportunity to review the market’s performance over the past week – and this week has again been full of volatility...
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5 Things We Watch – Fed Overtightening, Curve Steepening, US CPI, BoJ & China
Welcome back to our Wednesday series where we take you through the world of global macro and what to look out for going forward. With US CPI being...
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Yield Curve Watch: Bull, bear, steeper, flatter? Here is what the data suggests
Welcome to our Yield Curve Watch series. Over the next few days, we will assess all asset classes in relation to the yield curve dynamics and...
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US Oil Inventories Log Biggest Ever Weekly Decline
US Oil Inventories Log Biggest Ever Weekly Decline US weekly oil inventories (ex SPR) fell by over 17 million barrels, as last weeks EIA data showed.
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