Macro Strategy: Decompression sickness

  • Term premium decompression has further to run
  • Curves to bear-steepen: stocks historically benefit, but a different cause this time means a different consequence
  • We raise stops on MSCI DM/EM and Gilt-Bund spread trades

Economics

Politics

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View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with zdl@tslombard.com

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TRACK RECORD

Track Record

We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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PRESS

Press

To request an interview with a member of our team, please get in touch zdl@tslombard.com .

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