Money Watch: Trillions of USDs Are Waiting to Be Unleashed
Money trends were abysmal for most parts of 2022 and the early parts of 2023, but we are starting to see interesting trends arising in the global...
209 Views
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...
288 Views
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...
208 Views
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...
252 Views
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...
327 Views