The Week at A Glance: The comeback of the (growth and inflation) cycle
Welcome to our short and sweet weekly overview of key events, our expectations and how we position for them. On ISM Manufacturing (Monday)Our...
381 Views
Global Rates : A Round up of Hot Topics for European Rate Markets
The upcoming meeting is expected to result in a 25 basis point cut, with increases in core inflation projections for 2025 and potentially...
608 Views
Inflation Watch – Is goods-flation a bigger issue for the BoE and the ECB than the Fed?
With the release of freight rate data earlier today, there are still good reasons to believe that goods inflation will arrive throughout the...
368 Views
Ifo Watch – Is Germany rebounding against all odds?
The nationwide figure was released today at 14.00 CET, and despite headline CPI surprising a tad dovish compared to consensus of 0.2% MoM, we had...
1.1k Views
Positioning Watch – AI (NVIDIA) is overshadowing everything else
Hello everyone, and welcome back to our weekly positioning watch. Equities have been dragged higher over the past week after NVIDIA published yet...
1.2k Views