Positioning Watch – Positioning for Lower Yields and Weaker USD
Recent trading days have been all about lower bond yields, a weaker USD and rising equity prices, as risk asset prices are at the moment all about...
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The Weekly Market Monitor – China Makes History, Nobody Likes US Debt, and a Massive Chart on Yields
Start your week in financial markets with last week's biggest charts and stories! The Weekly Market Monitor will keep you ahead of markets.
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The Weekly Market Monitor – On Deflation, Spot Bitcoin ETFs, Rising Delinquencies, & Faltering China
Equity markets are at risk if declining price pressures must be attributed to slowing growth. China's Real Estate is still a mess, while small caps...
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[TW2] The Week That Was in Markets in 11 Charts (W/E 11th Nov 2023)
Each Monday, we take stock of key news in markets across major economies & firms. US equity markets rallied strongly while commodity majors...
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5 Things We Watch: Macro Regime, Riyadh Accord, Sloos, Ukraine, USD
This week we would like to draw your attention to our monthly macro regime indicator which has been updated. Then we’ll argue for a Riyadh Accord,...
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