5 Things We Watch – SOFR Probabilities, USDJPY, CNY Devaluation, IFO & Eurozone electricity
Welcome to our weekly ‘5 Things We Watch’, where we as always zoom in on 5 of the things we look out for in global macro. The battleground in...
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Positioning Watch – 0 Fed cuts is almost the most favored outcome in market pricing now
Hello everyone, and welcome back to our weekly positioning watch, where we as usual will dive into positioning and sentiment data to provide you...
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The week at a glance: Time for the BoJ to step up, while soft PCE numbers may fool some..
Welcome to our weekly “the week at a glance” publication where we dissect the most important central bank meetings and key figure releases in a...
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Global FX: A Strong Dollar Is Not a US Problem
The strong dollar is not a major concern for the US or the Federal Reserve, but could pose challenges for the rest of the world, making coordinated...
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Macro Overview: A Review of Recent Events Impacting Our Investment Themes
Weekly Macro Review -Federal Reserve rules out early rate cuts, Russia/Ukraine conflict impacts oil prices, China's Q1 GDP exceeds expectations.
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