EM Gold Rush: The pressure valve amid Asian FX debasement risks?
Welcome to this week’s edition of our EM-focused weekly editorial. This week, we’ve decided to look into the reemerging weakness in Asian FX, and...
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Positioning Watch – Volatility Is Back, but Markets Still Lean into USD Duration.. God Knows Why..
Hi everyone, and welcome back to our weekly positioning / sentiment overview, which will be delivered to you right as firefighters have hopefully...
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Portfolio Watch: The USD Wrecking Ball Is Back
The USD has been on a roll since the firm US inflation report earlier in the week and we are approaching the point where European trade balances...
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[US CPI Review] Energy, Housing, And Services Keep Inflation Hotter Than Expected
March CPI exceeded expectations at 3.5% YoY, driven by gasoline, shelter, and transportation services. Dollar strengthened against other...
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[US CPI Preview] Rising Gasoline Prices & Shelter Costs to Result in Hot US Inflation
Rising gasoline and shelter costs expected to push March CPI numbers higher, reducing the likelihood of a rate cut in the near term and supporting...
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