Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
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Macro Nugget: Diverging US and Europe Inflation Outlook
Yesterday we got the full release of the February Ifo report from Germany. We note that price expectations in services ex. real estate fell almost...
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The Week Ahead – US Core PCE, Euro Area Flash Inflation and Japan CPI
Global equities finished strong due to Nvidia earnings, Nikkei hit all time highs supported by strong PMIs, US yields remained flat while European...
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Steno Signals #86 – Trading the Relative Fed and ECB Balance Sheet Development
Welcome to our flagship editorial! I am sitting here on a Saturday evening (by the time of writing) waiting for the opportunity to...
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Macro Regime Indicator: Time to Embrace a New Economic Dawn?
The recent performance of the US economy prompts a reassessment of long-held market sentiments. As we witness an intersection of sturdy growth,...
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