Viresh Kanabar
We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document. Reach out to us on Slack or email the author with any questions about the content. Latest Updates FX, Rates, and Commodities: Beware MoF intervention when selling JPY […]
Viresh Kanabar
Our views on the major asset classes remain the same. We’re slightly more positive on the FTSE 100 given this environment of rising rates at the long end.
Viresh Kanabar
Our views on the major asset classes remain the same. We’re slightly more positive on the FTSE 100 given this environment of rising rates at the long end.
Viresh Kanabar
We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document. Reach out to us on Slack or email the author with any questions about the content.
Viresh Kanabar
This month we took a deeper look into private markets, where we have been bearish for most of this year.
Viresh Kanabar
This month we took a deeper look into private markets, where we have been bearish for most of this year.
Viresh Kanabar
Bullish EUR/USD to 1.13 (2 August, Richard Jones). Bullish CAD as oil rebounds (27 July, Macro Hive, CME). Oil is well supported at $80 on Brent (2 August, Viresh Kanabar).
Viresh Kanabar
We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document. Reach out to us on Slack or email the author with any questions about the content.
Viresh Kanabar
We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document. Reach out to us on Slack or email the author with any questions about the content.
Viresh Kanabar
We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document. Reach out to us on Slack or email the author with any questions about the content.
Viresh Kanabar
We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document. Reach out to us on Slack or email the author with any questions about the content.
Viresh Kanabar
We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document. Reach out to us on Slack or email the author with any questions about the content.
Ben Ford
We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document. Reach out to us on Slack or email the author with any questions about the content.
Ben Ford
We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document. Reach out to us on Slack or email the author with any questions about the content.
Ben Ford
We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document. Reach out to us on Slack or email the author with any questions about the content.
Ben Ford
We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document. Reach out to us on Slack or email the author with any questions about the content.
Ben Ford
Bilal’s asset allocation will be updated in March. For now, the themes remain: Investors expect the Federal Reserve (Fed) to end its hiking cycle soon.
Ben Ford
We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document.
Ben Ford
The Federal Reserve (Fed), European Central Bank (ECB) and Bank of England (BoE) have all hiked in February. Here are our latest views to survive in what follows:
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