The Week At A Glance: Soft Inflation, accelerating Nat Gas and input costs..
Happy Monday from Copenhagen!As usual, we use Monday to look ahead at the upcoming week. We are currently focused on the Nat Gas trade, which is...
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Steno Signals #112 – Liquidity is BOTTOMING
Happy Sunday, folks!I hope you’ve enjoyed the weekend. After a bizarre week, starting with the rug-pulling in Japan on Monday morning, it was time...
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Portfolio Watch: We Dare to Say the Bottom Is In for Risk Assets
We have successfully navigated our macro portfolio through yet another week of high volatility, especially following Monday’s (in hindsight)...
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Macro Regime Indicator: Liquidity is Starting to Improve
Welcome back to our monthly regime update, sharing insights from our data hub on cross-asset returns in different regimes. Coming into July, we...
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US Inflation Watch: Disinflation scare or relief?
Welcome to our US Inflation Watch. We see US CPI inflation coming in at 2.8% YoY and 0.1% MoM, with core inflation at firm 3.1% YoY and 4 bps...
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