The UK Pivot Approaches

Fiscal drag and weak demand are setting the stage for more BoE easing.

Oct 22

5

Dip Then Rip for Silver

Four reasons why the bull case is still in tact.

Oct 15

8

Liberté, Égalité, Volatilité

An update on views and trades from our August note.

Oct 8

10

When $20bn Isn't Enough

ARS weakness and other EM ideas.

Oct 1

9

September 2025

The Fed's Third Mandate

What a shift in focus post-Powell could look like.

Sep 17

9

Contrarian Return of the Carry

Why Yen funding could be coming back on tap.

Sep 9

5

Fiscal Faultlines

UK debt woes aren't going anywhere.

Sep 4

11

August 2025

Le Spread is Back

Trading the French political fallout.

Aug 27

6

No One’s Hedging the Handshake

Assessing risk premia with Russia/Ukraine.

Aug 19

5

July 2025

Why The BoE Cut Twice To YE25

Recent inflation data shouldn't change the game.

Jul 29

6

Japan Election Risk in Focus

JGBs and JPY getting jittery.

Jul 14

7

EURUSD Next Up: 1.20

When the trend is your friend.

Jul 2

9