Steno Signals #106 – The cycle is improving. Not weakening.
We spent most of last week examining cycle leads and lags as we continue to observe solid signs of re-acceleration in economies with low duration...
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Global FX: FX Volatility Bumpy, but Capped in H2
The recent washout in EMFX carry trades, low FX volume compared to other indicators, firm global growth and broad PMI strength, the world being...
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EM Watch: Western investors are tired of China and Japan “crying wolf”
Welcome to our weekly EM Watch, with a particular focus on China and metals. I used to travel to China and Japan a lot, but I haven’t visited the...
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Great Game – Israel and Hezbollah headed for war?
Hello and welcome to this week’s Great Game. We have a lot of current geopolitical events to cover, so let’s get to it!Israel and Hezbollah headed...
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Liquidity Watch: The $ liquidity outlook remains solid for Q3
The liquidity outlook always makes for interesting discussions and after a few minor hiccups in liquidity proxies both in the USD space and the...
440 Views