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  • Writer's pictureEdward Ballsdon

Tricky Bonds and Trade Opportunities

Research Content


  1. Charts showing that USTs, Gilts and Bunds are all sitting between very important resistance and support levels, a breakout each way would lead to new trends.

  2. Update on current opportunities, including on - Gold in Yen - French bond revaluation vs other European government bonds - Australia vs Canada relative value - China and the Yuan

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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

UK "Poisoned Chalice"

Following last week’s piece showing how global macro trends are leading to big political changes (Boiling Frog), this note looks at the UK macro environment. The newly elected Labour Party, which achi

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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