Germany on the Brink: Political Chaos, Economic Stagnation, and European Swap Spreads
Another election on the horizon… in Germany? Let’s unpack what’s brewing and driving the move in Bunds. Chancellor Scholz dismissed Finance...
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China/Germany Flash Watch: How will China navigate the Trump victory?
Wow! What a day in the markets with the Trump trade roaring in the FX space, bond space, and equity space. Buying U.S.-based equities in spread...
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BRIDS Monthly Update Economic & Fixed Income Research October 2024
Monitoring the recent upswing in the US market while awaiting the election results and decisions from the Fed The recent surge in the U.S. Dollar...
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Steno Signals #124 – Something is WRONG in bond markets
The focus on the US election is currently masking another, and potentially much more important, story: the meltdown in sovereign bond markets. A...
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Crypto Moves #50 – Riding the Macro Wave Higher
Join our new Telegram Community Crypto Chat through this form! Starting Monday, we will be adding clients to this exclusive space, which will...
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