Steno Signals #92 – The head fake reflation?
It is always lovely to get back on the road and meet a load of fund managers, and it is nice to see that a few reflation skepticals are still found...
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UK CPI Watch: Softer than priced in..
Welcome to our UK CPI preview. We find the market consensus overly hawkish ahead of the release tomorrow and especially see softness in Services...
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G5 Rates Watch: Mirror mirror on the wall, who’s the biggest interest rate cutter of them all?
The central bank outlook looks surprisingly uniform as the market has homed in on June as the first timing for the cutting cycle from most major...
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FX Watch: Tough times ahead for king USD?
Take-aways upfront: The USD looks to have broken the clear downtrend from Q3/Q4 last year, but the combination of rising inflation expectations...
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Positioning Watch – Bye Bye Japanese Consensus Case?
Hello everyone, and welcome back to our weekly positioning watch, which today will start at the growing number of BoJ officials who are now...
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