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  • Writer's pictureEdward Ballsdon

Month End Charts

REPORT CONTENT


Monthly report of market sentiment and price signals across the following markets, highlighting new trend signals:

- Fixed Income - Foreign Exchange - Equity - Commodities

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Curve trades?

This note discusses why curve trades have been avoided until now, and how market momentum and economic data have recently changed opening up opportunities for new curve trades. There is also an analys

The Boiling Frog

An overview of the key long term themes that are driving macro views. Highlights of the global private and public leverage trends of the last 40 years and the important changes that have occurred in t

Updated investment themes

Report updating exisiting macro investment themes, including: Global bank equity indices and bank senior and sub credit indices, and how they react in rate cut cycles Global real yield relative value

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