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bullish
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Macroeconomics
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23 Dec 2024 14:25
Here is what we told hedge funds this week – and how we’re trading it!
Happy Friday! Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...
Steno Research
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76 Views
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bearish
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Macroeconomics
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23 Dec 2024 14:17
Steno Signals #177 – Another ill-timed flip-flop from Jay Powell?
Happy Sunday from me! This will be the last update before the festive season, and I hope you will have a relaxed and enjoyable time with your...
Steno Research
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bullish
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Macroeconomics
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22 Dec 2024 18:06
Global Monetary Easing Cycle Becomes More Idiosyncratic
The global monetary easing cycle has become more idiosyncratic, as central banks face differing risks, ranging from deflation to potential...
DeSaque Macro Research
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249 Views
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bullish
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Macroeconomics
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21 Dec 2024 08:29
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Broker
Riksbank flash-comment: Hawkish cut
According to the bank, “if the outlook for inflation and economic activity remains unchanged, the policy rate may be cut once again during the...
Nordea
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334 Views
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bearish
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Macroeconomics
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21 Dec 2024 08:27
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Broker
Norges Bank Review: Higher Rate Path
The time to ease monetary policy is approaching” has been the mantra since the September report.Today Norges Bank indicated clearly that the first...
Nordea
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