5 Things We Watch – Cyclicals, Baltimore Bridge, ECB, USDJPY & Sentiment
Loads of stuff are going on in Global Macro, with global equities on the rise yet again, the JPY struggling a bit after unsuccessful attempts from...
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Global FX: An Uncomfortable Setup for USD Bulls and Bears
The dovish tone from Powell led to a dollar rally, with potential future rate hikes and mixed signals for FX traders, particularly impacting Asian...
273 Views
Positioning Watch – Time to get out of the cyclical trade?
Hello everyone, and welcome back to our weekly positioning watch! The weather in Copenhagen is sunny, and so is the mood in markets, with...
286 Views
A Dicey Short-Term FX Trade
Will this currency finally outperform after the latest monetary policy decisions? This is a short motivation for what will likely be a short-term...
185 Views
Japanese Banks Improved on Rate Hike Bets, Although True Impact Yet to Materialize
For the first time since 2016, the Bank of Japan has decided to raise interest rates, becoming the last country in the world to end its loose...
289 Views