FX Nugget: What Policy Normalization? The BoJ Is as Interventionist as Ever….
Markets are stuck in a discussion on the JPY this morning as BoJ governor Ueda and PM Kishida held a meeting allegedly discussing FX...
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Rates & FX nugget: The PBoC doom-loop
In our “Nugget series” we aim at visualizing the most important themes in global macro with a few timely charts and very few words. Today we will...
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Portfolio Watch: Navigating Crossroads
We delve into the performance of our portfolio and take a close look at the ever-changing landscape of financial markets.
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Positioning Watch – The Chinese Disappointment Is Written All over the Latest Positioning
Weekends provide the perfect opportunity to review the market’s performance over the past week – and this week has again been full of volatility...
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Yield Curve Watch: Bull, bear, steeper, flatter? Here is what the data suggests
Welcome to our Yield Curve Watch series. Over the next few days, we will assess all asset classes in relation to the yield curve dynamics and...
258 Views