FX Watch: The World Needs a Riyadh Accord More than a Plaza Accord 2.0
“I’ve said on many occasions that I think a market-determined value for the dollar is in America’s interest. And I continue to feel that way.”...
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Portfolio Watch: Here Comes the Metals Meltdown...
After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.
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EUR Watch – The ECB Will Soon Reveal Their True Inflation Vs Growth Preferences
The ECB is likely going to hike tomorrow and even after the repricing this morning, we still see risk/reward favoring a bet on a hike. With the...
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EM by EM #43: Rand’s Reckoning?
Just as the markets were speculating about which spring month would see the first Fed rate cut of the cycle, a surprisingly high CPI report from...
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Steno Signals #65 – The 4 things that worries me the most in global macro right now
I have four major worries around the current macro setup. The long consensus in bond positioning is worrisome paired with rising energy prices
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