Infinity Q Insights

The FOMC language was slightly more dovish than expected causing US equity investors to breathe a sigh of relief. The S&P 500 rallied 1.5% from mid-Wednesday to […]

THB will decline on BoT rate cuts

Our view on Thailand is supported by nearly all of the macro indicators we monitor. The country has stagnant growth for the region at 2.0-2.5% with negative […]

Mexican 5 year CDS

We are adding a new macro position to our portfolio: long 5 year CDS on Mexico currently trading at 67 bps. The increase in growth expectations and […]