Positioning Watch: From Japan with Love
As always, we are here to take you through the relevant positioning data that we have gathered throughout the week. This week marked the first...
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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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