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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Portfolio Watch: The USD Wrecking Ball Is Back
The USD has been on a roll since the firm US inflation report earlier in the week and we are approaching the point where European trade balances...
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The Week at a Glance: US CPI to Surprise Hawkishly Paired with a Surprise Rate Cut?
Welcome to our new “The week at a glance” publication. This week we look at the US CPI report, ECB- and BoC meetings and Scandi inflation from...
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Portfolio Watch: The Real World Is Reflating Again
Welcome to this week’s rundown of our portfolio, its performance, and our most clear-cut conviction for the period ahead. The cocktail of better...
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Scandi Watch: More NOK Liquidity Coming, but with Positive FX Spot Effects?
Norway is currently considering a set of financial proposals that could significantly impact its currency and overall money market...
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