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Something for Your Espresso: Liquidity is increasing everywhere – just not within central banks
2025-01-23
Liquidity is flowing beyond central banks, creating a clear reflationary signal and fueling risk appetite. Cutting through the noise, the simultaneous rise in inflation, growth, and liquidity points to a ...Macro Nugget: Signs of USD weakness to come?
2025-01-23
The rate of change in carry has turned?Positioning Watch – Cutting Out the Trump Noise: Hedge Funds Are Still Betting on Higher Rates!
2025-01-23Everything at the moment seems to revolve around Trump and his policies. How have markets been positioned heading into inauguration week, and is it possible to cut through the noise? To ...Something For Your Espresso: Is Ballooning Debt Just Another ‘Hoax’ Like Climate Change for Trump?
2025-01-22Similarly to launching his meme coin, Trump’s focus remains fixated on short-term wins at the expense of long-term stability. Why should ballooning debt be any different when immediate gratification is ...The Drill: Strap in for Trump
2025-01-21We look at what has happened and what to expect from Trump during his first week in the Oval Office and how we would position. To read the full article, ...Macro Nugget: It’s the 2021 manufacturing cycle all over again
2025-01-21Strong Philly Manufacturing prints while Non-Manufacturing looks weak
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