Portfolio Watch: October reflation or October disinflation?
The USD has regained ground alongside USD rates since the 50bp from the Fed in September, which reignited both growth- and inflation expectations...
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Tactical Trading - JPY Weakness Has Likely Run Its Course for Now
With US government bonds oversold, the Japanese Yen is expected to strengthen causing the major Japanese indices to continue to tread water
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September Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
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Week at a Glance – Squuuuuuuuuueeeeeeze!
Happy Monday, let’s dive into the most critical stuff we are on the look out for this week. Morning moves: It seems like physical commodities...
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Overview #10 -China Knocks It Out of the Park
A review of recent events/data impacting our investment themes and outlook. We look at the implications of the China stumulus package and Japan's...
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