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Bilal Hafeez on Bloomberg TV
Bilal Hafeez on Bloomberg TV
Bilal Hafeez on Aljazeera TV
FX | UK | US
Richard Jones
We expect USD downside in December, mostly in the last two weeks. However, the outsized November fall may have already accounted for much of the move.
Dominique Dwor-Frecaut
Summary My February expectation that QT would end in 2023 H2 did not happen due to: Slower bank loan growth. Increased Fed lending to banks after the spring bankruptcies. Tight money market liquidity that reduced use of the Fed RRP facility by MMFs. I do not expect these events to repeat in 2024; in particular, […]
Julius Probst, PhD
Summary Worker shortages are hitting labour markets in advanced economies hard. Without a massive inflow of foreign workers, countries like Germany will soon see their workforce shrink. After several decades of declining bargaining power and stagnating wages, these trends might now finally reverse as adverse demographics are increasingly leading to labour scarcity. The Decade-Long Decline […]
Greg Lippmann is the Managing Founding Partner and the Chief Investment Officer of the $9.8bn asset management firm, LibreMax.
Greg Lippmann is the Managing Founding Partner and the Chief Investment Officer of the $9.8bn asset management firm, LibreMax.
Dr Douglas Greenig is the CEO, CIO, and founder of Florin Court Capital, a systematic, trend-following asset manager uniquely broad in its focus on over 500 markets.
Our views on the major asset classes remain the same. We’re slightly more positive on the FTSE 100 given this environment of rising rates at the long end.
Our views on the major asset classes remain the same. We’re slightly more positive on the FTSE 100 given this environment of rising rates at the long end.
We consolidate our favourite biases into one, easy-to-read, weekly report! Please find the original pieces linked throughout and a summary table at the end of the document. Reach out to us on Slack or email the author with any questions about the content.
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