Positioning Watch – Commodities are back on, and so are cyclical equities
Finally some action from the BoJ earlier today with a 10 bps hike, in line with market expectations after it was rumored that they would tweak...
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Japan Removes Negative Interest Rate Policy – The End of an Era and Long Yen?
Zooming out quickly reveals that Japan has not entered a new monetary policy regime. Yet, neither does the Federal Reserve.
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G5 Rates Watch: Mirror mirror on the wall, who’s the biggest interest rate cutter of them all?
The central bank outlook looks surprisingly uniform as the market has homed in on June as the first timing for the cutting cycle from most major...
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Portfolio Watch: Markets sniffing out the Chinese resurgence case
Macro Portfolio: Markets sniffing out the Chinese resurgence caseOur conviction in pro-cyclical trends have been confirmed in markets this week,...
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5 Things We Watch – US CPI, Japan, China, Germany & Central Banks
Welcome back to our weekly 5 Things We Watch, where we go through 5 things that we keep an eye on in the world of global macro. With Japanese wage...
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