Positioning Watch – Markets are much more sceptical on the Euro zone than the US and UK
Hello and welcome back to our weekly positioning update. Markets are as tricky as always, as everyone is trying to grasp how Powell will address...
200 Views
The Week at a Glance: The USD in the (Jackson) Hole amidst Over 1 Million Jobs Disappearing?
Welcome to our weekly “The Week At A Glance” publication, where we explore the most important key figure releases and tradeable themes for the...
1.2k Views
Mint Macro Roundup: U.S. Inflation Dips Below 3% Amid Stronger Retail Sales
U.S. inflation fell below 3% for the first time in over three years. Despite mixed signals from the manufacturing sector, retail sales showed...
308 Views
US CPI Watch: The old culprits are back, but the report is soft enough for the Fed to cut
Overall this print doesn’t change the picture a whole lot. Inflation is soft enough for the Fed to cut, but it is not a “slam dunk” disinflation...
201 Views
Positioning Watch – Positioning Squaring in JPY is Complete
Hello everyone, and welcome back to our weekly positioning update. This week likely marks the end of the positioning squaring phase, as multiple...
1.1k Views