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Read on the Trading Floor - 27 Sept 2023
Today’s focus… ECB cuts, US government shutdown, strikes, wealth inequality, month end rebalancing, short gamma and more…
10 hrs ago
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Read on the Trading Floor - 27 Sept 2023
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The Morning Hark - 27 Sept 2023
Today’s focus...Price action remains the key with little of note on the docket. We take a layman’s look at the basis trade and an escalation path to…
20 hrs ago
25
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Morning Call Script - 27 Sept 2023
Overnight asset drivers & the impending data calendar
20 hrs ago
9
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Morning Call Script - 27 Sept 2023
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Read on the Trading Floor - 26 Sept 2023
Today’s focus… yields, leverage in the basis trade, government shutdown, core PCE, climate economics and more...
Sep 26
21
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Read on the Trading Floor - 26 Sept 2023
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The Morning Hark - 26 Sept 2023
Today’s focus …Price action the key with little of note on the docket. Central Bankers continue the higher for longer theme as global yields push to…
Sep 26
31
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The Morning Hark - 26 Sept 2023
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Morning Call Script - 26 Sept 2023
Overnight asset drivers & the impending data calendar
Sep 26
11
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Morning Call Script - 26 Sept 2023
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Read on the Trading Floor - 25 Sept 2023
Today’s focus… higher US yields impairs 60-40 portfolio performance, European growth fears, energy crisis 2.0 and politicians moving the net zero…
Sep 25
22
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Read on the Trading Floor - 25 Sept 2023
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The Morning Hark - 25 Sept 2023
Today’s focus...Quieter week ahead; inflation data out of Europe and the US PCE gauge. Plus central bank speakers are back so expect some justification…
Sep 25
25
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The Morning Hark - 25 Sept 2023
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Morning Call Script - 25 Sept 2023
Overnight asset drivers & the impending data calendar
Sep 25
15
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Morning Call Script - 25 Sept 2023
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The Saturday Hark Back - 23 Sept 2023
Capturing the themes of the week when there’s more time to digest them.
Sep 23
18
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The Saturday Hark Back - 23 Sept 2023
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Read on the Trading Floor - 22 Sept 2023
Today’s focus… Global Fixed Income sell off, UAW strike, Equities under pressure from higher real rates
Sep 22
20
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Read on the Trading Floor - 22 Sept 2023
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The Morning Hark - 22 Sept 2023
Today’s focus...Higher for longer the new mantra but do you believe them? Flash PMI day.
Sep 22
25
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The Morning Hark - 22 Sept 2023
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