Sovereign bond issuance this year will not be a factor in determining bond prices. It’s the demand side that will…
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This report looks beyond the cyclical to the secular and poses the question: “Is this the start of the post-growth…
Step on the gas NEW
We are long oil. The oil price is likely to get to USD120/bbl by mid-2023 and average USD140 bbl in…
The liberal democracies are not arming Ukraine to win this war outright. The most likely outcome is a long war…
The latest planned shipment of weapons to Ukraine does not change the equation that we are not arming Kyiv to…
Our key positions to start 2023 are: Long JPY, oil and agro commodities. Short US treasuries and JGBs. Selective on…
