Episode 112: Subprime Signals
Companies are counting on the Federal Reserve to lower interest rates in order to boost consumer confidence and market trends, while inflation...
204 Views
5 Things We Watch: UK & US CPI, Gaza, JPY, and Banks
Hello Everybody and welcome back for our weekly 5 Things We Watch! We dare say we have a diversified edition this week touching on everything from...
209 Views
EM Fixed Income: Emerging Markets Outlook & Strategy for February
The global economy is performing better than expected at the start of the year, with strong growth in emerging markets and resilient growth in...
273 Views
USD inflation review: Powell has to invent a new measure..
This is another heavy-hitting US inflation report and frankly the worst in a while. The stickier components of the basket, including rents and...
319 Views
Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
283 Views