RESEARCH CONTENT
Piece covers various themes/markets/data points:
USDKRW and EURSEK signals
Continued pressures on the Yen
Gold price drivers
Cross Market yield spread trends
Poor french government finances.
Bund and JGB price signals
Key Levels for Gilts and SNACS (*) bond yields
A comment on the Fed's Balance Sheet
(*) SNACS = Sweden, New Zealand, Australia, Canada and South Korea.
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
