EM by EM 41: Fearing the Fury but Fading the Fear
Takeaways:We maintain a bearish outlook on MXN, questioning the effectiveness of Banxico’s efforts in light of a bleak economic outlook. We...
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Steno Signals #84 – The Red Sea troubles are spreading FAST!
Happy Sunday folks and welcome to our flagship editorial!We have been banging the drum on the re-acceleration of goods inflation due to the Red...
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EM by EM #38: Inflation Returning with a Vengeance?
Increased freight rates could lead significant players in China to delay imports and turn to local demand, depleting existing stockpiles. In the...
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Steno Signals #78 – Santa Powell Handing Out Gifts Even to the Naughty!
Powell invited for a yuuuge risk asset party this week by allowing the market to continue to chase the narrative of material rate cuts in 2024.
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Portfolio Watch: Liquidity the Name of the Game
Cuts by March? We are not dismissive, but we would deem it close to fantastic if the Fed communications manage to pivot the economy without pushing...
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