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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EUR Watch – The ECB Will Soon Reveal Their True Inflation Vs Growth Preferences
The ECB is likely going to hike tomorrow and even after the repricing this morning, we still see risk/reward favoring a bet on a hike. With the...
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Steno Signals #64 – The one on ESG-flation, oil and other tangibles
Welcome to our weekly flagship editorial. Remember that you can always follow our portfolio live right here. As per usual, this is where you will...
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