Out of the Box #12: What if the deacceleration of EZ inflation starts to outpace that of the US?
With the disinflation narrative starting to catch momentum, a long-awaited process that we have anticipated would kick in late Q1 or early Q2, we...
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5 Things We Watch – PMIs, FX, Japan, Brazil, Inflation
Welcome to this week’s edition of ‘5 Things We Watch’, where we take you through 5 things that we have found particularly interesting in the past...
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FX Watch: Have FX Markets Sniffed out an Upcoming Rebound?
In this edition, we will focus on whether FX markets sniff out the cycle ahead of other asset markets. Is the USD a bellwether of global trends or...
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The Energy Cable #29 – A weak USD paving the way for commodities?
Welcome to your weekly maverick energy newsletter from both sides of the pond. Stars are starting to align for energy as i) the business cycle...
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Steno Signals #57 – What on earth is going on with the USD?
Happy Sunday and welcome to our weekly flagship publication “Steno Signals”. We have had a great week trading-wise except for being stopped out in...
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