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...
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Australia and Japan Set to Lead Global Bear Steepening
This week, the decisions and guidance from the ECB and BOJ have caused disruptions as they were out of consensus. The yield curve for Europe and...
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FX Daily - USD Mixed Ahead of Jobs Data
Commodities are mixed to firmer (crude and iron ore). The NOK and AUD are moderate outperformers on the day (reflecting gains in relevant...
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Macro & Markets: Welcome back
Key summer developments at a glance: The Fed increased the funds rate by 25bp to the range 5.25-5.50%. The central bank signalled that it will...
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Positioning Watch: From Japan with Love
As always, we are here to take you through the relevant positioning data that we have gathered throughout the week. This week marked the first...
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