FX Daily - Oversold USD Rebounds
The USD ended 2023 on a soft note, but a little off the low made on December 28th which was the lowest the DXY traded at since July.
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Part Five: The German Vulnerability
The fact that the UK yield curve has flattened more than Germany's is puzzling. This could indicate that the UK economy is on the brink of a deep...
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5 Things That Could Wrongfoot Consensus in 2024
The overwhelming consensus for 2024 continues to be a soft landing in the US with interest rates coming firmly down while growth continues on...
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Pakistan Strategy - Equites Outperformed Other Asset Classes in 2023
After lagging behind for last few years, Pakistan Equities outperformed major asset classes in 2023. The benchmark KSE 100 Index provided a gain...
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Credit Watch: Nothing in the credit impulse speaks in favour of a 2024 comeback
***We release this article instead of our “Something for your Espresso” daily. Our normal live coverage will be back on Wed 27. We will release...
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