EM by EM #34: Xi’s Whip and Powell’s Kneeling
Despite aiming for growth, China won’t employ potent fiscal or monetary policies; instead, the focus is on boosting confidence and shaping a...
246 Views
5 (+1) Central Banks We Watch – Fed, ECB, BoE, Norge’s Bank, BoJ & BCB
It’s central bank week once again, and that of course calls for us to share our thoughts ahead of the biggest meeting over the next week with...
282 Views
Positioning Watch – Are markets ready for Powell Wednesday?
With Powell taking the stage on Wednesday, likely turning more hawkish in his rhetoric after weeks of financial conditions easing, we have had a...
277 Views
Steno Signals #77 – Oil Demand Is ALL TIME HIGH
Happy Sunday and welcome to our weekly flagship editorial from Steno Research. It has been an incredibly odd week in the economic calendar and our...
324 Views
Out of the Box #25: Europe. From Technical Recession to an Real One?
EUR duration still has further to go and we remain long- soft landing cuts or emergency cuts should leave the long end lower.
267 Views