海外研报

Macro Insights Weekly Slowdown cometh?

Markets are becoming concerned that a cyclical slowdown could be around the

The Risk Of An Inflation Surprise

Investors are so certain that the Federal Reserve is all set to make aggressive cuts in interest rates, that if July’s CPI release this Wednesday comes in higher

THE EUROZONE ECONOMIC MONITOR

Destatis confirmed the decline in German GDP in Q2, despite still not publishing services data.

Stretched positioning a risk to UST market’s favorite trade

Key takeaways• The most notable positioning shift in recent weeks has been the duration bid concentrated at the front end of the curve