Germany on the Brink: Political Chaos, Economic Stagnation, and European Swap Spreads writing history
Is Germany at risk of turning into a French bond/equity case in line with what happened after Macron called for snap elections earlier this year? Let’s dive into the details of the German case here. To read the full article, sign up for a 14-day FREE trial of the The...
China/Germany Flash Watch: How will China navigate the Trump victory?
Wow! What a day in the markets with the Trump trade roaring in the FX space, bond space, and equity space. Buying U.S.-based equities in spread to, for example, Germany and China has yielded significant profits for us. The unrest in both China and Germany makes...
The Drill – Oil is NOT particularly dependent on the US election
While the world is busy guessing who will win this election, we’re here scratching our heads over what the story for oil will be in the coming months. Will the Saudis flood the markets after the election? To read the full article, sign up for a 14-day FREE trial...
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