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A stronger yen could unwind carry positioning and tighten risk conditions globally.
Medium confidence
A renewed energy bid could interrupt the cleanest disinflation path and challenge duration bulls.
Medium confidence
Persistent geopolitical uncertainty should keep defensive positioning and hedges in demand.
Medium confidence
Novo Nordisk Vs. Eli Lilly: Cheap Vs. Expensive, But No Clear Opportunity
Medium confidence
A renewed energy bid could interrupt the cleanest disinflation path and challenge duration bulls.
Medium confidence
A renewed energy bid could interrupt the cleanest disinflation path and challenge duration bulls.
Medium confidence
A stronger yen could unwind carry positioning and tighten risk conditions globally.
Medium confidence
Risk sentiment is improving, but the move remains conditional on volatility staying compressed.
Medium confidence