UK CPI Nugget: Is something wrong with services?
Welcome to this short and sweet preview of the UK CPI report on Wednesday. The focus point will be the Services CPI since the BoE keeps referring...
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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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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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G3 Watch: Timing the first rate cut
Receiving very front-end rates is starting to look attractive across all G3 countries again. The ECB is likely to cut in March as they will have...
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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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