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...
This week will host both US CPI and PPI figures, the Trump vs. Harris debate, an ECB meeting, and a UK employment report, which will truly set the tone across the main markets that we track. To read the full article, sign up for a 14-day FREE trial of the Basic,...
There is more fundamental merit to the sell-off we are currently experiencing than the one we faced in July. China has come to a sudden halt, and we are facing a USD liquidity withdrawal. Dash for USD cash! To read the full article, sign up for a 14-day FREE trial of...
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