Money Watch: Monetary trends scream >2% inflation still (in the US)
Being away from the desk for a few days allows me to take a step back and ponder about some of the biggies in global macro. I have spent the first...
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Steno Signals #69 – The recession playbook
Happy Sunday everyone and welcome to our flagship editorial!I will keep it short and sweet this week on my way to Mallorca! We have now formalized...
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Positioning Watch: Seeking Shelter in the Fog of War
Chinese stimulus, US CPI, and Gaza Bombardment now likely turning into a land invasion. Plenty of events to digest in the scope of one week!
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Portfolio Watch: The Art of Resisting Panic
The world has seen significant changes since the last release of Portfolio Watch, marked by the tragic events in the Middle East.
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Rates Watch: Are we all still chasing that cutting cycle too early?
In light of the firmer than expected CPI report from the US, we have re-visited our curve views across major currencies. We find the following to...
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