The Weekly Market Monitor – On Deflation, Spot Bitcoin ETFs, Rising Delinquencies, & Faltering China
Equity markets are at risk if declining price pressures must be attributed to slowing growth. China's Real Estate is still a mess, while small caps...
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EM by EM #30 Pick-up from King Carry?
After a prolonged saga of stimulus negotiations and the expenditure of countless man-hours in preparation, it is evident that the Chinese stimulus...
426 Views
US Policy Watch: No Shutdown but Are We Out of the Woods Yet?
The U.S. House of Representatives has approved a short-term extension of the FY-2023 budget 3 days before the government was scheduled to shut...
276 Views
5 Things We Watch: Trump, Electricity, CPI, Crude Oil, Fixed Income
This week we start out by looking at Trump’s chances of getting reelected then move on to European electricity markets after that we’ll discuss...
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Positioning Watch – The Cocktail of Heavy Logs in Both Equities and Bonds
Hello everyone, and welcome back to our weekly positioning watch, which due to delays in the CFTC data has been postponed to today (data was...
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