EUR Inflation Watch: A Dovish Surprise in the Making
We received the first inflation evidence from the Euro area already earlier today as the German regional office inBrandenburg released the...
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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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