Korea has, by first-hand experience, been a sell-side favorite, and the Kospi has been on a roll recently. Some leading cyclical indicators have started to turn however, and the question is then whether to book some profits in the region?
Something for your Espresso: Lagarde’s tone rhyming with easier financial conditions
The ECB is now clear that they will discuss the rate cutting cycle at upcoming meetings. This will likely allow financial conditions to ease as we saw in the US from Q4 and onwards.
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Trade alert: Trading the Chinese betas and leads/lags
Will Europe be the next shoe to drop in the Chinese RE soap opera? Here is how we position for lagged spill-overs to Europe.
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Something for your Espresso: Supply is back in the driver’s seat
Commodities gain even on days where they face obstacles such as a stronger USD and luke-warm manufacturing data. This is a strong signal that supply is back in the driver’s seat of commodity markets after a few quarters of demand driven price action.
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