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,...
252 Views
SLOOS Survey: The US Economy Is Re-Accelerating and Money Growth Is Back!
The demand- and supply for money has bottomed out! That is the overwhelming conclusion from the quarterly survey on banking standards released by...
252 Views
Positioning Watch – Spread-trades are the way to play the current environment
Very interesting dynamics in markets lately, with the NFP report Friday shocking markets at first glance before sending them back into rally-mode,...
254 Views
Bond Watch: Dutch Pick-Up
The Dutch State Treasury Agency (DSTA) will sell a new 10-year benchmark, maturing on 15 July 2034, for EUR 4 to 6bn via theDutch Direct Auctionon...
227 Views
Inflation Watch – How are markets pricing inflation in 1 year?
Main findings: The risk-neutral probability distribution for USD 1Y inflation has a substantially larger right-hand skew than the one for...
196 Views