Japan Watch: How will Ueda cope with all of the “pauses”?
The Japanese market is always puzzling for Western investors, even if they are seldom overly involved in it unless they borrow in JPY for FX carry...
438 Views
5 Things We Watch – Fed, BoE, Energy, GDI/GDP & BoJ
It’s Central Bank bonanza once again, and that of course means that we will take you through the biggest central bank meetings and give you our...
324 Views
Asset Allocation Watch: Best not hope for cuts
Recent developments in components of the inflation basket leave us less convinced of the path ahead for the Fed but judging by funds futures, the...
331 Views
Central Bank Watch: 5 charts on the Central Bank bonanza week!
It is a big central bank week with the FOMC meeting concluding on Wednesday, while four of the bigger European central banks report/decide on...
229 Views
Positioning Watch: Energy is not (yet) a consensus
Over the past week we received the monthly Fund Manager survey suggesting that UK and Europe are now (clearly) underweight relative to benchmark...
225 Views