Money Watch – Is money growth BACK?
With the central bank tightening and continuing globally with Fed and ECB hiking rates 25bps and BoJ moving the YCC cap, we have a look at global...
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Steno Signals #58 – The One on Banana Republics, Yield Curve Controls and the Yuge EUR Consensus
The outlook for the economy, rates, fx and other assets apparently never fails to surprise! We have thankfully made very decent returns through a...
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Positioning Watch – The Market’s Response to Another Fed Hike
Happy Saturday, and welcome back to our weekly positioning article, where we as always take you through the positioning data that we have found...
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FX Daily - USD Softer Ahead of ECB and US GDP, PCE
FX Market Update —The FOMC decision largely delivered on expectations —a 1/4 point hike and Chairman Powell stressing data dependency on future...
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FX Daily - USD Slips Ahead of the Fed
FX Market Update —The Fed is widely expected to tighten 25bps today, taking the Fed funds target rate to 5.50%, but markets will be more intently...
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