The Week at a Glance: No Bazooka from China (Yet) – Over to You, ECB
The recent Chinese fiscal briefing was underwhelming, as expected. China continues to focus on supply-side measures, which remain ineffective in...
234 Views
Ministry of Finance Press Conference – First Take
Some major strategic changes have come out of the Ministry of Finance press conference but the lack of a concrete number for boosing consumption...
497 Views
Positioning Watch: Hedge Funds Caught in the China Storm, While Retail Investors Keep Piling In
Hello everyone, and welcome back to our weekly positioning watch. What a week it has been in global macro once again, with Chinese equities...
364 Views
Positioning Watch – NFP could really shuffle USD markets given current positioning
Hello everyone, and welcome back to our weekly positioning watch. The moves from last week continue with China still being super bid going into...
197 Views
Steno Signals #119 – A tsunami of liquidity is upcoming in Q4
Happy Weekend from Copenhagen!China made a 5-6 standard deviation move, happening just ahead of a significant influx of liquidity in both USD and...
185 Views