Duration has been “killed” by financial markets over the past year, which carries repercussions for all asset classes. How can you track duration across assets and is the duration sell-off over? To read the full article, sign up for a 14-day FREE trial of the Basic,...
Inflation runs markets currently as it seems as if growth has become irrelevant for policy makers, but will such a narrative pass a reality test? I doubt it. Growth will re-enter the limelight soon! To read the full article, sign up for a 14-day FREE trial of the...
Inflation is not going to peak in Q1 as the most recent price developments in energy- and food prices will lead inflation much higher in Q2. So, the question is now; How do you trade stagflation? To read the full article, sign up for a 14-day FREE trial of the Basic,...
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