Steno Signals #86 – Trading the Relative Fed and ECB Balance Sheet Development
Welcome to our flagship editorial! I am sitting here on a Saturday evening (by the time of writing) waiting for the opportunity to...
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EUR-Flation Watch: Why the ECB Is off by Miles in the Q1 Forecast
After having updated our models, we see March HICP printing at 1.84% versus ECB at 2.9% (Q1-average) and a market pricing of 2.25% (or thereabout)
184 Views
Scandi-flation Watch: Finally a bit of respite?
Welcome to our Scandi inflation watch. Based on public demand, we will release our SEK and NOK inflation views on a running basis as...
256 Views
EUR-flation Watch: Consensus is OFF (again)
We interestingly see a pattern where Germany is used to predict MoM consensus elsewhere in December. German consensus numbers look relatively...
388 Views
NEW EU FISCAL RULES – Victory for the Expansionists or the Prudentials?
Amidst the prospect of a soft landing and lower interest rates, the European Council unanimously voted in favor of reinstating fiscal safeguards...
617 Views