Portfolio Watch: Trading the next of the rolling melt-ups
Welcome to our weekly Portfolio Watch. We have had a decent week as our short bet on Utilities has started to deliver, while a continued long bet...
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Positioning Watch – The real world strikes back
Hello everyone, and welcome back to our weekly positioning watch. Markets have been enjoying the easier financial conditions imposed by a weaker...
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MPC Members Better Prepare a Bailey for the Coffee, While Ueda Better Pray for a Weaker JPY..
Welcome to the weekly “The week at a glance” publication where we look at the key figures during the week ahead and how to trade them. The Fed...
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5 Things We Watch – Risk assets, US CPI, Liquidity, FTSE/GBP & Asian FX
Hello everyone, and welcome to our weekly ‘5 Things We Watch’, where we boil down 5 of the things we keep an eye out for, in a short and concise...
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The week at a glance: A couple of central bank surprises on the cards?
Welcome to “The Week At A Glance”. Everything you need to know about the key figures in the week ahead and how we trade them. This week we focus...
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