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Themes of the Week: G4 Outlook
Japan Wobbles, Rates Reprice, Commodities Rip
Dec 1
•
Alfie Kerswell
10
November 2025
Copper Is Waking Up
Copper: A Re-Emerging Long Opportunity
Nov 28
•
Alfie Kerswell
5
Week Ahead: G4 Market Outlook
Euro Futures Under the Lens
Nov 24
•
Alfie Kerswell
11
Vol Shock, Equity Flush… I'm Going Long
Fear Is High & Prices Are Low, I’m Stepping In
Nov 16
•
Alfie Kerswell
10
6
Equity Idea: Nothing Beats a Jet2 Holiday… Or Does It?
The stock market’s sleeping on this airline’s next takeoff
Nov 9
•
Alfie Kerswell
10
1
Rates, Equities & FX: The Road Ahead
Rates Are Talking, Equities Are Listening
Nov 1
•
Alfie Kerswell
17
2
October 2025
#3 Week In Focus: FX Outlook
FOMO meets FOMC: trick or treat?
Oct 27
•
Emmanuel Jephthah
10
1
The Cost of Conviction: Lessons From a Trading Drawdown
How to Rebuild Conviction When Confidence Fades
Oct 24
•
Alfie Kerswell
13
6
1
Dealing With Tariffs & Geopolitical Issues: Cross-Asset Macro Framework
Tensions, Tariffs and New Headwinds
Oct 20
•
Alfie Kerswell
and
Emmanuel Jephthah
14
1
#2 Week In Focus: FX Outlook
the pain trade in FX: long USD
Oct 13
•
Emmanuel Jephthah
16
2
4
China: State of Play, Policy, and Paths Ahead
Inside China’s Balancing Act: Growth, Debt, and Direction
Oct 10
•
Alfie Kerswell
12
2
Week In Focus: FX Outlook (pilot)
movers behind ccy this week
Oct 6
•
Emmanuel Jephthah
12
2
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