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Alfonso Peccatiello
Can You Smell the FOMO? By Alfonso Peccatiello - 5 hours ago

Last week, FOMO (Fear Of Missing Out) became the prevailing market narrative. As data seemed to further validate the soft landing narrative and central bankers became ‘’data...

Antoine Bouvet
Rates Spark: The End Is Near By Antoine Bouvet - Feb 02, 2023

US market rates fell after the Federal Reserve decision but this looks more like a market positioning effect than anything specific from the meeting. Expect some retracement. Both the European Central...

Naeem Aslam
What You Need To Know About BOE and ECB By Naeem Aslam - Feb 02, 2023

BOE As for today’s economic calendar, we have two important economic events unfolding. Firstly, it is the Bank of England’s meeting. The bank is expected to increase the interest rate by 50 basis...

Alfonso Peccatiello
Recession or Soft Landing? By Alfonso Peccatiello - Jan 23, 2023

The soft landing crew is increasingly taking over. No, the bond market’s base case is not a recession - it’s immaculate disinflation. Getting this call right is crucial for your portfolio performance...

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