Macro Strategy & Flows Trackers: More Signals
The main takeaways from the most recent Fed Beige Book suggest moderating economic growth in recent months, implying a Fed pause.
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Services Nugget: How Do the Central Banks React?
Takeaways: Divergence between Fed and ISM sentimentOPEC cuts and manufacturing bullish oil? More ground to cover for Powell to be reflected in USD...
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Services Week: What to Buy if Manufacturing Rebounds While Services Weaken?
This week’s theme is the weakening in the services sector amidst manufacturing potentially looking to rebound. We aim to cover all asset classes,...
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Energy Watch: Can Oil Rally 25% Further in Q4?
Welcome to this short and sweet Energy Watch on the back of the Saudi/Russian decision to prolong cuts of supply through Q4. It leaves a smell of...
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Services Week: Will Services Now Turn into the Weakest Link of the Economy?
We highlighted, analyzed and traded the Manufacturing bottom during the early parts of July during our Business Cycle Week, which proved to be a...
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