Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

Asia biased macro & technical analysis

Macroeconomics

United kingdom & Germany / Macroeconomics

<ul><li>German nominal yields have fallen less than those in the UK and the US.</li><li>There are two possible outcomes: either Germany's yields will catch up with those of its peers, or in the event of a correction or reversal, Germany may experience the most significant upside in yields and equity underperformance.</li><li>The German yield curve has remained flat compared to the US and has outperformed the UK's yield curve.</li></ul>

German nominal yields have fallen less than those in the UK and the US.There are two possible outcomes: either Germany's yields will catch up with those of its peers, or in the event of a correction or reversal, Germany may experience the most significant upside in yields and equity underperformance.The German yield curve has remained flat compared to the US and has outperformed the UK's yield curve.

Part Five: The German Vulnerability