Will Euro Shrink to Parity to the Dollar on Diverging Macro Economic Conditions?
Euro is languishing near 3-week low. Single currency is down 1% this week and on course for the steepest weekly decline since May. Traders are...
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5 Things We Watch – Liquidity, Bond positioning, Oil, Consumer spending & Rates
We’ve spent the past 2 days in London, meeting clients and hedge funds, and there was a lot of support for the idea/notion that...
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Out of the Box #25: Europe. From Technical Recession to an Real One?
EUR duration still has further to go and we remain long- soft landing cuts or emergency cuts should leave the long end lower.
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Equity Strategy: FY24 Outlook: The Road to JCI 8,000
JCI’s 13x PE implies room for a rerating if growth improves, while Indonesia’s resilient economic growth offers downside protection.
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Steno Signals #76: The Fed Has Lost Control of Liquidity Trends
It seems like the narrative lags the actual price action. 2024 estimates/outlooks are turning upbeat, while positioning is one way traffic towards...
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