The Week at a Glance: US CPI to Surprise Hawkishly Paired with a Surprise Rate Cut?
Welcome to our new “The week at a glance” publication. This week we look at the US CPI report, ECB- and BoC meetings and Scandi inflation from...
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Steno Signals #94 – Trading the FAKE business cycle
Happy Sunday and welcome to our flagship editorial!The fake business cycle strikes again. In 2022/2023, the market was lured into the recession...
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Out of the Box: 6 Reasons the Fed Will Be Hiking Rates in 2024
Even though the Santa rally in US STIRS has largely been reversed, markets are still pricing in 2.5 full cuts by the end of this year or so with...
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5 Things We Watch – EUR-Inflation, Central Banks, The Business Cycle, Positioning & Commodities
Welcome to our weekly ‘5 Things We Watch’, where we take you through 5 of the things we look out for in global macro. With markets hawking up Fed...
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Macro Regime Indicator: From Stealth QE to Stealth QT
Welcome to our Monthly Macro Regime monitor. Coming into March, we wrote that “We see little change to the optimistic and risk-favoring sentiment...
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