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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Japan’s Ramping Inflation and Growth Brings BOJ Rate Hikes Back in Focus
Inflation and economic growth in Japan place potential rate hikes by the BoJ back into view, supporting the weakening Yen.
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Are We Heading for a Volatility Event?
Notably, Semiconductors (light blue), Gold (depicted in blue), High-Yield OAS (in red), and Bitcoin (represented in black) exhibit remarkably...
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Positioning Watch – Bye Bye Japanese Consensus Case?
Hello everyone, and welcome back to our weekly positioning watch, which today will start at the growing number of BoJ officials who are now...
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