Asset Allocation Watch: Country Garden melt-down? 5 charts on cross-asset spill-overs!
Which assets will be on the move if the Chinese RE meltdown continues on Monday? We have gathered the empirical evidence in this short but data-heavy piece. Best of luck for trading during the week ahead! To read the full article, sign up for a 14-day FREE trial of...
Steno Signals #60: Worse than Lehman in China!? The 3 most important questions right now!
Either the commodity market is 100% wrong or else China is amidst a rebound. What does that mean for the hopes of getting inflation back to target? And will it impact the yield curve? Here are the three most important questions for investors right now! To read the...
EM BY EM #16 Counting coppers and rating cuts
FED & ECB near peak policy rate and UST curve seems to be steepening. Meanwhile, the Chinese are still late with their stimulus package. Where does that leave EM FX? We give our general assessment here. To read the full article, sign up for a 14-day FREE trial of...
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