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EM by EM #19 The Simsek Effect kicking in?

EM by EM #19 The Simsek Effect kicking in?

The Turkish central bank hiked the interest rates by 750 basis points against the market expectations of 200 bp underlying this month and both stocks & lira rallied on the back of it. Where is the Turkey case heading from here? Read our view here

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US Treasury Watch: An opportunity of a decade or still the pain trade?

FX Watch: Everything that matters for EUR/USD is natural gas

Is the EUR resilience basically just down to a continued decline in local energy costs? Natural Gas prices have explained almost the entire volatility in the EUR since 2021 and with the tide starting to turn in energy space, it may be time to watch out in FX space as well. Here is the data!

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Portfolio Watch: Surfing the boomer wave

Portfolio Watch: Surfing the boomer wave

BoJ’s decision is of course the big talking point for markets this week. Our book keeps up despite some impact from Ueda’s decision- but what will it mean and how will we trade it in the coming weeks? Read our view below

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Portfolio Watch: Surfing the boomer wave

Portfolio Watch #1 – Not your rookie market

As we close out our first week with a live portfolio, we are excited to introduce our new weekly watch piece, providing a comprehensive summary of our trading week. Every Friday, we will release this publication, and we extend a warm welcome to you all in this premiere edition!

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EM by EM #19 The Simsek Effect kicking in?

EM by EM #6 – is Brazil still attractive?

Having commenced this series with a bullish perspective on Brazil, it has now been approximately two months since my initial analysis. As I reassess the situation, I contemplate whether the trade is losing momentum or if there are still untapped profits to be seized.

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