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Something for your Espresso: Wen taper?

Something for your Espresso: Wen taper?

We suspect that the market will care more about QT tapering than the exact timing of the first rate cut from the Fed, allowing for a decently dovish take-away from the meeting today.

G3 Watch: Timing the first rate cut

G3 Watch: Timing the first rate cut

The first rate cut is a timing question from both the Fed, the ECB and the BoE now. How do we trade the first cut and why are seasonality issues important to bear in mind? Read along here.

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UK Watch – Are UK assets a go or a nogo?

UK Watch – Are UK assets a go or a nogo?

The UK has received some attention throughout the current economic cycle as they try to combat weakening growth together with inflation way above BoE’s target. Is now the time to buy UK assets, or is it still a nogo? We’ve run the numbers.

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