Steno Signals #125: EUR Liquidity Overtakes USD Liquidity – A Historic Shift
Happy Sunday from Copenhagen. Bear with me this week through this long read as we approach an extremely interesting crossroads in sovereign bond...
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Yield Curve Reinverts On Rising Soft Landing Expectations
Despite strong jobs data, yield curve has inverted again on delayed rate cut expectations. Encouraging PCE data suggests a cumulative 50 bps cut...
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Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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Richmond Fed President Tom Barkin On Getting Inflation Under Control
Flexible financing program at Netsuite.com, special Odd Lots podcast episode with Richmond Fed President Tom Barkin discussing robust demand and...
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US Rates: Tax Season, Debt Ceiling, and Reserves
Despite a significant amount of treasury coupons settling, funding volumes remained stable, tax receipts are tracking above last year's pace, and T...
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