Positioning Watch – The real world strikes back
Hello everyone, and welcome back to our weekly positioning watch. Markets have been enjoying the easier financial conditions imposed by a weaker...
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Actinver - Macro Daily: Inflation 2h-Apr
In the second half of April, headline inflation stood at 0.25% bw. In the fourth month of the year, inflation rebounded from 4.42% YoY to 4.65%...
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Portfolio Watch: No respite for Asian FX.. How to deal with it?
Welcome to our weekly Portfolio Watch!We have had a strong week in our portfolio with a USD-reflationary lean, but we are starting to contemplate...
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Positioning Watch – 0 Fed cuts is almost the most favored outcome in market pricing now
Hello everyone, and welcome back to our weekly positioning watch, where we as usual will dive into positioning and sentiment data to provide you...
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Positioning Watch – Volatility Is Back, but Markets Still Lean into USD Duration.. God Knows Why..
Hi everyone, and welcome back to our weekly positioning / sentiment overview, which will be delivered to you right as firefighters have hopefully...
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