EM by EM #14 7 EM Charts for the “Central bank Bonanza”
Main takeaways:We don’t like assets overly sensitive to USD strength The Carry currencies will start to lose tailwinds soonStill plenty of cheap...
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Positioning Watch – The Goldilocks Scenario is Intensifying
Happy Saturday everyone, and welcome back to our weekly positioning watch, where we dissect how traders and investors are positioned
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Steno Signals #126 – Where did all the liquidity go?
Happy Sunday, everyone!If you can’t show it in a meme, then it’s not true. That’s my modus operandi in the research business, and I stumbled upon...
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Macro Regime Watch: An In-Depth Look at Regime Trends Across Major Markets
Welcome back to Macro Regime Watch, where we dive into our nowcasting models to analyze Growth, Inflation, and Liquidity trends. Over recent...
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Flash Macro Watch: The Fed has abandoned its 2% target
Following another reasonably hot U.S. CPI report yesterday, it’s time to dust off the old sell-side charlatan chart comparing today’s inflation to...
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