MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
What if the data told the Fed to go the other direction and we had rate hikes between now and the election? Feels to me like nobody's positioned...
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The Week Ahead – US Core PCE, Euro Area Flash Inflation and Japan CPI
Global equities finished strong due to Nvidia earnings, Nikkei hit all time highs supported by strong PMIs, US yields remained flat while European...
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Steno Signals #88: Anyone left willing to bet on rate cuts in H1?
It seems like no one is willing to add bets on rate cuts in H1 after even the doves from the ECB and the Fed have been hard to convince of spring...
252 Views
EUR-flation Watch: A major surprise is needed in February
The EUR HICP report for February needs to be very soft to tempt the ECB into spring action. The über-hawk of the committee Holzmann said the...
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Global FX: Give me a (range) break
The dollar is trading sideways amid tariff concerns and matured Fed easing expectations, while markets are primed for the RBNZ meeting next week,...
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