Markets are cheering for a 50bps Fed cut this week, but is it truly something to celebrate if it coincides with economic weakness? Lower rates are not always a positive for risk assets. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or...
Money supply in China hints at cold PPI numbers To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
The decision between a 25bp or 50bp rate hike is of utmost importance this week. In either case, it likely makes sense to continue leaning into Fixed Income, as markets are neglecting inflation and focusing solely on growth. To read the full article, sign up for a...
Is it really feasible to expect the EM rates cycle to tighten while the DM cycle is clearly moving in the opposite direction? If history is any guide, such a scenario is highly unlikely, and any window for this would be short. To read the full article, sign up for a...
Crude prices haven’t responded to output delays as hoped, and we wonder whether that will prompt the alliance to change its strategy. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
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