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Watch Series

The “Watch Series” is a collection of individual series such as Europolitics Watch, Inflation Watch, Real Estate watch and much more. Stay tuned for in-depth coverage of your favourite subjects.

EUR-flation Watch: Hands down, I was wrong..

EUR-flation Watch: Hands down, I was wrong..

Disinflation is simply not happening as fast as anticipated by our models, but base effects remain very benign in coming months. The stickiness in services is eye-catching, but there is light at the end of the tunnel for the ECB.

Positioning Watch – Low FX volatility provides cheap leverage for a rebound in manufacturing

Positioning Watch – Low FX volatility provides cheap leverage for a rebound in manufacturing

If a rebound in manufacturing is truly happening, current dynamics in FX option markets provide cheap leverage and good opportunities to capitalize on our trading ideas. In the equity space, broad momentum is slowly creeping back in ETF fund flows, and the early reacceleration in prices haven’t affected sentiment it seems.

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Portfolio Watch – Have markets traded the cyclical rebound in advance?

Portfolio Watch: NVDA or Bust?

US tech has been our saving grace, and we’re reaching a point where it’s legitimate to ask if there’s any point in doing anything other than buying NVDA?

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