Positioning Watch – All About the Soft Landing Narrative
Hello everyone, and welcome back to our weekly positioning watch, where we as always try to dig down into the latest positioning data and give you...
294 Views
The Land of Swaying Yen: Will The BoJ Intervene? How Will Yen Respond?
The Yen is at cross-roads. Continued easing may weaken it even more. Or BoJ intervention might strengthen it. What next for the Yen?
356 Views
Steno Signals #74 – Did King USD Just Break?
The sharp move in USDJPY and other USD pairs towards the end of last week has caught our attention and it arrives on the back of Powell letting go...
392 Views
Portfolio Watch: Celebration for the right or wrong reasons?
The Fed was ‘navigating by the stars under cloudy skies’, but now markets have implicitly been allowed a go. The provisional result? Rally in...
418 Views
EM by EM #30 Pick-up from King Carry?
After a prolonged saga of stimulus negotiations and the expenditure of countless man-hours in preparation, it is evident that the Chinese stimulus...
434 Views