Portfolio Watch: What if We Add a Rate Cut to This Fire..
The cyclical rotation is slowly but slowly rolling and if central banks add rate cuts to this mix, we are staring directly into the melt...
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Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
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The Weekly Market Monitor – Recession Strikes the Most Accommodative Economy, Bitcoin Shines!
The likelihood that the Bank of Japan will not tighten has risen sharply. So has the price of bitcoin, now worth over USD 1 billion, which is still...
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5 Things We Watch: UK & US CPI, Gaza, JPY, and Banks
Hello Everybody and welcome back for our weekly 5 Things We Watch! We dare say we have a diversified edition this week touching on everything from...
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Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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