Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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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...
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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...
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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...
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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...
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