Steno Signals #120 – Liquidity and rate cuts are incoming in an already OK economy
Just a few hours after the release of a much stronger-than-expected jobs report, Goolsbee of the FOMC highlighted the risk of undershooting...
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Positioning Watch – NFP could really shuffle USD markets given current positioning
Hello everyone, and welcome back to our weekly positioning watch. The moves from last week continue with China still being super bid going into...
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Commodities Rip Higher on China Stimulus
China has implemented major measures to stimulate its struggling economy, which has led to strong performances in the Shanghai and Hong Kong stock...
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Did China Just Trigger Commodity Markets?
Did China Just Trigger Commodity Markets? China’s central bank last week announced a new stimulus package to the economy to curb the growth decline...
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Positioning Watch – Markets Are Moving Away from the US (in FI)
Hello everyone, and welcome back to our weekly positioning update!Everything is about China these days, with both the PBoC and the Politburo...
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