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The British Pound Sterling is the official currency of The United Kingdom.
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bearish
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Macroeconomics
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20 Sep 2023 08:10
Asset Allocation Watch: Best not hope for cuts
Recent developments in components of the inflation basket leave us less convinced of the path ahead for the Fed but judging by funds futures, the...
Steno Research
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331 Views
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bullish
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Macroeconomics
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19 Sep 2023 07:51
Central Bank Watch: 5 charts on the Central Bank bonanza week!
It is a big central bank week with the FOMC meeting concluding on Wednesday, while four of the bigger European central banks report/decide on...
Steno Research
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229 Views
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bearish
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Macroeconomics
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18 Sep 2023 07:57
Positioning Watch: Energy is not (yet) a consensus
Over the past week we received the monthly Fund Manager survey suggesting that UK and Europe are now (clearly) underweight relative to benchmark...
Steno Research
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225 Views
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bearish
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Cross Asset Strategy
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18 Sep 2023 01:02
The Weekly Market Monitor – The ECB’s Unreasonable Hike While the UK Falls into Recession
Markets got a dovish ECB hike but wrapped in a highly conflicting message, and one that will likely qualify as a policy mistake in hindsight.
Jeroen Blokland
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240 Views
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bearish
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Macroeconomics
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15 Sep 2023 21:21
Portfolio Watch: Any juice left in the anti-Europe bet?
Welcome to our weekly portfolio watch! In this piece, we look at the developments in our portfolio and try to assess the risk/reward in current...
Steno Research
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447 Views
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