Portfolio Watch: Steep, Steeper, Steepest!
What a week in global fixed income! We thankfully rotated out of bonds and into cyclical exposures in steepeners, commodities, energy and...
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Japan Watch: Flows in JPY and JGBs after the YCC decision
The change to the YCC-policy in Japan caught a majority of investors off guard, but so did the subsequent flows and moves in Japanese markets. We...
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Steno Signals #58 – The One on Banana Republics, Yield Curve Controls and the Yuge EUR Consensus
The outlook for the economy, rates, fx and other assets apparently never fails to surprise! We have thankfully made very decent returns through a...
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5 Things We Watch – Fed, ECB, BoJ, RBA & Credit
It’s central bank week again! Always a busy week when the biggest central banks publish their monthly interest rate decisions, but as always we...
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5 Things We Watch – PMIs, FX, Japan, Brazil, Inflation
Welcome to this week’s edition of ‘5 Things We Watch’, where we take you through 5 things that we have found particularly interesting in the past...
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