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Portfolio Watch #2 FOMO remains the game in town
2023-06-02
Our portfolio is green and we are content with the returns despite a few bad apples in the mix. The market environment is uncertain, and we anticipate increased selling pressure ...EM by EM #7 Is Turkey to TRY a pivot?
2023-06-01As the Lira is trying to outcompete the depreciation of the Venezuelan Bolivar and the volatility of dogecoin, we provide our view and assessment of the near-term impact of Erdogan’s ...Earnings Watch: Which Equity markets offer the best opportunities across the Pacific?
2023-06-01The U.S. and Japanese equity markets present a contrast in earnings expectations, driven by differing economic conditions and monetary policies. Will the optimism for U.S. earnings growth last, and has ...Commodity watch: Taking the temperature on commodities
2023-05-31In short: Watch out for the OPEC meeting this week as desperation can become the killer of solidarity, Easing energy pressures lending a helping hand to the EM space, Industrial metals ...U.S Debt Countdown: Will A Deal Go Through Today?
2023-05-31Does Biden and McCarthy have the necessary votes to suspend the debt ceiling and save the U.S from default? To read the full article, sign up for a 14-day FREE ...5 things we watch: May-inflation, Duration bets, Corporate profits, Scandi FX and the USD
2023-05-31The USD is on the move and as per usual, repercussions are felt across the financial markets. Disinflation seems to be pretty across most of the globe and China is ...
Something for your Espresso: The bumpy road to a slowdown
2023-06-02As we approach the June rate decision, markets cannot find a solid footing. But neither can the FED. The stakes are high and opinions are split among decision-makers To read ...Something for your Espresso: The FDIC remains worried, while China is bouncing..
2023-06-01Was it too early to burry the Chinese rebound? Manufacturing is now showing signs of life. Meanwhile, the FDIC sounds worried about the health of the US banking system in ...Something for your Espresso: Duration bets back in fashion as we watch the NOK and SEK
2023-05-31Duration bets look attractive from a technical and fundamental perspective, and we have added duration risks to our portfolio over the past 24 hours. May inflation looks very soft from ...
