Portfolio Watch: NVDA or Bust?
Hello everyone and welcome back to yet another assessment of our macro book- and as per usual accompanied by our current macro outlook!We knock on...
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FX Daily - USD Consolidates Gains
Stocks are mixed to a little firmer on the session while bond yields have edged fractionally higher (European debt is underperforming marginally).
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FX Daily - USD Recovery Extends on Higher US Yields
Powell said the “danger of moving too soon is that the job is not done” and reiterated that policymakers may not have enough confidence that...
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Positioning Watch – Spread-trades are the way to play the current environment
Very interesting dynamics in markets lately, with the NFP report Friday shocking markets at first glance before sending them back into rally-mode,...
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FX Daily - USD Slips on Lower Yields
The USD remains range-bound in broad terms and is trading mixed on the session again in the absence of a stronger sense of direction across the...
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