Out of the Box #25: Europe. From Technical Recession to an Real One?
EUR duration still has further to go and we remain long- soft landing cuts or emergency cuts should leave the long end lower.
282 Views
ECB Bank Loan Survey Nugget: Tight Supply and Even Less Demand
The net tightening of credit standards amongst Euro Area banks moderated slightly compared with the previous quarter, but the main impact of the...
286 Views
Long and Short Plays in Asia with SPX Bear Pressure into March
S&P 500 (SPX INDEX) is buckling form our mid February peak call and pullback sequence slated for late February/early March.Our cycle work...
274 Views
Week Ahead in Global Macro: FOMC/ECB Minutes, EZ PMIs, Mattarella Decides, Powell/Bostic, BOK, SARB
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We re-engage in strategic short EUR-USD,...
214 Views
No more insights