Currencies
The 2024 Guide To Contested US Elections…
Germany: Sick But Not Dead…
Is Japan A Threat To The US Bull Market…
In this Insight, we evaluate if there is more juice in our macro bet of being long June 2025 CORRA versus SOFR futures, and correspondingly, being short the CAD, for investors with a 1-3 month horizon.
BoC: Sticking The Landing…
Fade US Dollar Strength…
The Trump Trade And EM Fixed Income…
UK Housing At Crosswinds…
A Re-Heating Risk?
A Re-…
This Insight looks at the likely direction of bond yields and the dollar, from the lens of money velocity.