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  • Writer's pictureEdward Ballsdon

Market Observations - Data/Odd Mkts

Research Content


Discussion on upcoming US Orders and PCE, Japanese CPI and recent RBA Minutes and impact on markets


Market observations regarding Fixed Income (Directional and curve), Japan (Nikkei and the currency debasement), the weakness of Commodities and opportunities setting up on Bank equity indices.

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YEN DEBASEMENT

RESEARCH CONTENT Much has been discussed about the BoJ tightening MonPol and tapering their QE program. This note delves into the data...

Update on FI and FX market themes

RESEARCH CONTENT Post the significant market turmoil, this note highlights thoughts regarding Fixed Income: Valuation and trends for...

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