Key Insight from the Federal Reserve Meeting: Soft Landing Rules!
While the official FOMC statement shows the Fed is in no hurry to cut rates, Powell's hunger for a soft landing means they are closer than it seems.
262 Views
Goodbye El Nino - Hello again La Nina // The case for Bitcoin
"El Nino has peaked and is declining, indicating a return to neutral in the southern hemisphere autumn 2024 (March-June)," the Australian Bureau of...
157 Views
Positioning Watch – How are markets positioned in inflation?
Like we mentioned in the first positioning watch of the year, holders of risk-assets have entered a slightly more cautious stance, and the classic...
260 Views
How Commodities Perform Around First Rate Cut
In a soft-landing economic environment, history suggests that commodity indexes stay stable around the first rate cut then trend higher six months...
215 Views
Positioning Watch – Where to Find Value Currently
Markets have more or less traded sideways since the start of the year, as the risk-on party has taken a bit of a breather it seems, despite rate...
287 Views