15.9.2022
In Times of Elevated Volatility, Carry Strategies Are Out and Momentum Strategies are In
1.9.2022
What Does September 2022 Mean for Global Bonds? Pedal to the Metal with US QT at 90bn USD/month and ECB Rate Hike at 75bps (?!)
18.8.2022
The Story of How Croatian Bonds Became Rarer than a Can of Dandellion & Burdock – and How to Trade it
15.7.2022
Bonds Are Hot Again – And Croatian Bonds Are Even Hotter!
23.6.2022
Wayne Gretzky and the FED – Where Is the Puck Going to be in December?
17.6.2022
Lagarde’s Innocuous “Whatever It Takes” – How Do You Trade It?
2.6.2022
A Land of Milk and Honey – What Do We Make of Recent Flow and Fundamental Tailwinds Underpinning CROATI€ Spread Tightening
23.5.2022
Poland and Romania Push the Button – What Do We Make of Last Week’s Bond Syndicates?
5.5.2022
Stage Is Set for 50 Cent Powell – What Do We Make of Yesterday’s “Dovish” FED
22.4.2022
The Eagle Has Hatched, but when Will it Fly? Our Perspective on New CROATI 2.875 04/22/2032€
7.4.2022
If Portugal Borrows at 1.70%, Where Would We Price the New Croatian 10Y Bond?
25.3.2022