Curve Steepeners and the Boomer Trade
As highlighted in our data dive yesterday on the curve we see the steepener case as increasingly compelling. From our portfolio, you will also...
311 Views
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...
245 Views
Portfolio Watch: Timing the Beta Exit
Hello Everyone and welcome back to our weekly Portfolio Watch! Quite an interesting week here leading up to central bank decisions
306 Views
US Default Unlikely, but This Is Just Round1 of Prolonged Debt-Reducing Negotiations
Like 1995 and 2011, debt-ceiling talks will go to the brink, but result in sustained spending cuts, creating a virtuous circle of faster growth and...
254 Views
TLT Triangle Power Move Brewing
Triangle breakouts are considered one of the more powerful patterns with a higher reliability and followed by high momentum moves. TLT 102 and 109...
265 Views