Suez Watch: Is the peak in freight rates in?
The most noticeable data point from freight rates was the drop in the route from China to Europe. It looks like the buyers couldn’t stomach higher...
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G3 Watch: Timing the first rate cut
Receiving very front-end rates is starting to look attractive across all G3 countries again. The ECB is likely to cut in March as they will have...
309 Views
EM by EM 41: Fearing the Fury but Fading the Fear
Takeaways:We maintain a bearish outlook on MXN, questioning the effectiveness of Banxico’s efforts in light of a bleak economic outlook. We...
275 Views
US Liquidity & Debt Watch: Yellen to Decide the QT Tapering Timing Tomorrow
Yesterday, the US Treasury revealed the issuance targets for Q1 and Q2. The net addition to marketable debt is $760 billion for Q1. While this is...
247 Views
Inflation Watch – How are markets pricing inflation in 1 year?
Main findings: The risk-neutral probability distribution for USD 1Y inflation has a substantially larger right-hand skew than the one for...
195 Views