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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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...
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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,...
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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...
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EUR HICP Forecast: HUGE Vol in Germany. A Deflation Shock?
Morning and welcome to our latest now-cast update from the Eurozone. We see a -0.7% MoM print in the Euro-zone HICP with most of the dovish...
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