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Norway Watch: Cheat sheet to assessing Norges Banks rate path

FX Watch: Tough times ahead for king USD?

2024 has been better than feared for the USD, with hotter inflation data and better economic conditions paving the way for a stronger dollar, but what happens if the Fed cuts into sticky (or even rising) inflation?

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EM by EM #33: Early Hikers = Early Steepeners?

EM by EM #33: Early Hikers = Early Steepeners?

Forward curves continue to trend lower in the US and Eurozone. The early adopters are leading the way, but perhaps Yellen’s spending spree will pose another challenge for her EM colleagues. We have taken a look at potential receiver/steepener cases in EM space.

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Portfolio Watch: Short metals and Europe but long (US) liquidity sensitive assets

Portfolio Watch: No Quarter and No Surrender

The EIA report indicates demand drop, Non-farm payroll signals a soft landing, and we’ve taken a spread trade loss. We’re in challenging waters. How should we position ourselves, and how are we doing? Read our weekly Portfolio review below

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