Updated: Apr 22
RESEARCH CONTENT
An analysis of the poor risk/reward of 5yr US CDX Corporate Spreads and 10yr Btps Bund spreads.
Given the outsized move in Gold today, a look at previous price action around QT/QE and current technical indicators which together suggest that "new news" will result in outsized moves.
RESEARCH CONTENT A comprehensive research report on the macroeconomic situation in Sweden, which has one of the most indebted private sectors amongst Advanced Economies that is currently undergoing a
RESEARCH CONTENT Updated in-depth analysis on macroeconomic trends in Australia, together with a summary of interesting investment themes in Australian financial markets: An overindebted household sec
Chart pack looking at long term trends across asset classes. In this edition: Price/Momentum Divergences in US equity and M4 Momentum changes on Eur and US Credit spreads Government bonds (ex JGB) bet
