Positioning Watch: Who is caught in the Crossfire?
Happy Saturday, and welcome back to our weekly positioning watch, where we run through interest positioning insights/data collected throughout the...
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The Weekly Market Monitor – Real Rates = Growth Scare?
Defaults are rising, gasoline demand is falling out of bed, and price pressures reside despite spiking energy prices. Is the growth slump finally...
378 Views
Macro Regime Model: Inflation down while growth is on the up?
Every month, we present our best evaluation of the present and approaching month’s macroeconomic conditions, balancing risks and rewards. We put...
476 Views
5 Things We Watch – Manufacturing, Natural Gas, JOLTS, BoJ & China
Happy Wednesday, and welcome back to our 5 Things We Watch, where we as always run through 5 interesting topics in global macro relevant for the...
448 Views
BOJ's Looser for Longer Stance Risks Pushing Yen To 155/USD
JPY dropped past ¥150/USD yday before rebounding sharply. The speed prompted uncertainty as to whether authorities had intervened. Traders said...
710 Views