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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…
3
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…
Morning Call Script - 27 Sept 2023
Overnight asset drivers & the impending data calendar
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...
2
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…
1
Morning Call Script - 26 Sept 2023
Overnight asset drivers & the impending data calendar
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…
2
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…
2
Morning Call Script - 25 Sept 2023
Overnight asset drivers & the impending data calendar
The Saturday Hark Back - 23 Sept 2023
Capturing the themes of the week when there’s more time to digest them.
4
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
4
The Morning Hark - 22 Sept 2023
Today’s focus...Higher for longer the new mantra but do you believe them? Flash PMI day.
2
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