Positioning Watch – Commodities are back on, and so are cyclical equities
Finally some action from the BoJ earlier today with a 10 bps hike, in line with market expectations after it was rumored that they would tweak...
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Positioning Watch – Bye Bye Japanese Consensus Case?
Hello everyone, and welcome back to our weekly positioning watch, which today will start at the growing number of BoJ officials who are now...
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EM Fixed Income: Emerging Markets Outlook & Strategy for February
The global economy is performing better than expected at the start of the year, with strong growth in emerging markets and resilient growth in...
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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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Positioning Watch – Spread-trades are the way to play the current environment
Very interesting dynamics in markets lately, with the NFP report Friday shocking markets at first glance before sending them back into rally-mode,...
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