Fed Watch: Why Should the Fed Abandon the Planned Year-End Hike?
No one expects policy action from the Fed this week, but Powell could decide to reiterate that the dot plot remains intact given the most recent...
283 Views
Positioning Watch: Is Anyone Even Invested in China at This Stage?
We hope you have enjoyed our China Week coverage with extensive analysis on the ongoing malaise in Chinese Real Estate. Positioning in CNY markets...
345 Views
US Dollar is Dead Redux
This note extensively focuses on sentiment as the market is overwhelmed with the Negative Dollar narrative that is mainstream. And it begs the...
465 Views
Steno Signals #190 – Is Europe and China still the havens in macro? Not so fast..
Greetings from Copenhagen, and welcome back to our weekly editorial on everything macro and markets. The tariff headlines are back in a more...
229 Views
The Week Ahead – In The Eye of The Storm
Central banks maintained unchanged rates, with Fed revising growth forecast downward while raising inflation projections, Bank of England showing...
596 Views