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10 October 2023 Commodities | Economics & Growth | Emerging Markets | Equities | Europe | FX | Global | Rates | UK | US

Weekly Investment View: Long USD/CNH, Bearish Bonds

Bilal Hafeez

By Bilal Hafeez, John Tierney, Henry Occleston, Caroline Grady, Viresh Kanabar, Dominique Dwor-Frecaut, Mirza Baig and Liang Ding
6 min read

This Week

Bilal discusses the recent bond selloff and why we remain bearish rates; Dominique previews the US small business survey and CPI; John likes to tactically overweight the consumer staples sector; Caroline discusses Sunday’s consequential election in Poland; Mirza and Liang initiate a long USD/CNH; Henry thinks we may get dovish details in the final EZ inflation prints this week; Viresh argues the oil price depends on Iran’s possible involvement in the Israel-Hamas conflict.

This Week

Bilal discusses the recent bond selloff and why we remain bearish rates; Dominique previews the US small business survey and CPI; John likes to tactically overweight the consumer staples sector; Caroline discusses Sunday’s consequential election in Poland; Mirza and Liang initiate a long USD/CNH; Henry thinks we may get dovish details in the final EZ inflation prints this week; Viresh argues the oil price depends on Iran’s possible involvement in the Israel-Hamas conflict.

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