Ifo Nugget: Should We Believe the Numbers?
Before we get going we have to stretch that this month’s number comes with a yuuuge caveat, namely that of the German Constitutional Court’s...
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Positioning Watch – All About the Soft Landing Narrative
Hello everyone, and welcome back to our weekly positioning watch, where we as always try to dig down into the latest positioning data and give you...
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Steno Signals #75 – The 2007/2008 Playbook Is Useful Again
The soft landing narrative has seen material tailwinds over the past 6-8 weeks, while the recession narrative is fading fast.
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Out of the Box #24 : Too Little Too Late Powell?
We have been rather vocal about how we find that the odds of a hike are perhaps a bit higher than what the market is willing to accept at this point.
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USD’o’meter: Is King USD about to reverse?
In this piece, we will try to assess the USD outlook in a structured way by looking at:1) Relative rates, 2) Relative inflation, 3) Relative...
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