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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FX Daily - Flat USD Looks to CPI for Direction
The USD itself is mixed; the NOK and SEK are slight outperformers on the session, with the MXN also picking up some support.
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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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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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