US Rates Nugget: 4 Charts on Why November Data Will Reignite the Hawks
ISM Services jumps to >60 in our models when you adjust for the spreadsheet wizardry of the Institute of Supply Management as the seasonal...
281 Views
The Weekly Market Monitor – China Makes History, Nobody Likes US Debt, and a Massive Chart on Yields
Start your week in financial markets with last week's biggest charts and stories! The Weekly Market Monitor will keep you ahead of markets.
694 Views
Steno Signals #74 – Did King USD Just Break?
The sharp move in USDJPY and other USD pairs towards the end of last week has caught our attention and it arrives on the back of Powell letting go...
392 Views
Portfolio Watch: Celebration for the right or wrong reasons?
The Fed was ‘navigating by the stars under cloudy skies’, but now markets have implicitly been allowed a go. The provisional result? Rally in...
418 Views
EM by EM #30 Pick-up from King Carry?
After a prolonged saga of stimulus negotiations and the expenditure of countless man-hours in preparation, it is evident that the Chinese stimulus...
434 Views