2022.01.03 Weekly notes
Higher real yields…
Latest
2021.12.27 Weekly notes
Strong views, weakly held…
2012.12.20 Weekly notes
Santa down with Omicron?
20121213 Weekly notes
What goes down, must go up…?
2021206 Weekly notes
You better watch out cus I’m telling you why, Santa Claus ain’t comin to town…
20211129 Weekly note
Dead cat bounce incoming?
20211122 Weekly note
Risk looking a little dicey…
20211115 Weekly notes
/ɪnˈfleɪʃ(ə)n/
20211108 Weekly note
Constructive on Metals Crude and GBP…
20211101 Weekly notes
There is no cure for high prices, like high prices…
20211025 Weekly notes
CB policy errors and Nov FOMC to take centre stage…
20211018 Weekly Notes
The re-acceleration trade 👀