5 Things We Watch: UK & US CPI, Gaza, JPY, and Banks
Hello Everybody and welcome back for our weekly 5 Things We Watch! We dare say we have a diversified edition this week touching on everything from...
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EM Fixed Income: Emerging Markets Outlook & Strategy for February
The global economy is performing better than expected at the start of the year, with strong growth in emerging markets and resilient growth in...
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USD inflation review: Powell has to invent a new measure..
This is another heavy-hitting US inflation report and frankly the worst in a while. The stickier components of the basket, including rents and...
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Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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Steno Signals #86 – Trading the Relative Fed and ECB Balance Sheet Development
Welcome to our flagship editorial! I am sitting here on a Saturday evening (by the time of writing) waiting for the opportunity to...
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