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Positioning Watch – Reflation bets are back in

Positioning Watch: Prepared for a Short Squeeze?

Last week’s rally was truly remarkable, especially considering the months of hardship that most assets endured prior. Could this be the long-awaited revenge of the longs, with short covering poised to dominate the price action in the days ahead? Dive into our analysis below to find out.

EM by EM #9 The EM proxy crime and when to commit it

EM by EM #9 The EM proxy crime and when to commit it

As a new addition to our editorial, I will now provide a monthly overview of emerging markets, taking a step back from the intricacies and offering a broader perspective. The purpose of this feature is to outline our current positioning within the market cycle and highlight the key factors we are monitoring surrounding EM.

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