Out of the Box: 6 Reasons the Fed Will Be Hiking Rates in 2024
Even though the Santa rally in US STIRS has largely been reversed, markets are still pricing in 2.5 full cuts by the end of this year or so with...
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Auction Dynamics Augurs Well for Long 2Y Short 5Y Spread
Rates expectations have shifted. Yield curve landscape has evolved. FOMC meetings have not resulted in rate hikes. Expectations now is for three...
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Out of the Box: Cut Rates if You Want Lower Inflation, Powell
In our “out of the box” series, we aim at being ahead of the current consensus narrative and think of the next theme that could drive price action...
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The Sun Is the Same, in a Relative Way, but Vol Is Lower
Last week's key events included Federal Reserve Chair Powell's testimony and the non farm payrolls report, with a focus on the need for more data...
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Steno Signals #89: Major Twist to QE Upcoming?
Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...
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