Ifo Watch: Signs of Disinflation Bottoming Out in Germany?
Takeaways: Some very gloomy signs in the IFO survey details with Capital Goods production expectations nose-diving in a recessionary fashion
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ECB & Fed Watch: Closing in on ECB Rate Cuts, While the Fed Is Not Done Hiking
As we have noted since the early summer, we find the probability of sub-2% inflation in the Euro area much larger than in the US.
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Central Bank Watch: The Fed has gone from QE to QT to QB
The extreme volatility in the USD curve continues and Jay Powell gave a green light to further curve steepening by hinting that term premias could...
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US Treasury Watch: An opportunity of a decade or still the pain trade?
Some much-needed bids provided relief to the bedrock treasury market last week, and yields eased off a bit. The relief was short-lived though, and...
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The Energy Cable #42 – Quiet Self-Gratulation and Then onto Natural Gas and Crude Oil
Horrid scenes and continued unrest in the Middle East with major oil producing nations perhaps getting involved. What are the probable...
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