The presidential race between Donald Trump and Kamala Harris is a vivid reminder of the adage, “It’s not over till the fat lady sings.” as we wrote about a few weeks ago. Initially, Trump seemed to have a solid lead, but recent polls from PredictIt...
The Fed looks likely to commence a cutting cycle in September, but can we use the typical cutting cycle playbook in EM- fixed income and Commodities? China is (potentially) wreaking havoc with the playbook! To read the full article, sign up for a 14-day FREE trial of...
Signs of weak demand in China are evident in the crack spread swaps between Dubai crude oil and Singapore gasoil. Since 2023, the average price of crude oil rose to $80, increasing refiners’ margins to $25. However, these margins have now dropped to $17, even...
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