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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Taiwan- Destined To Outperform
Our money is on Taiwan. The pandemic is behind, the economy is rebounding faster than anticipated. Underlying fundamentals are supportive of the...
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Japan - Recovering But...
The pandemic is behind, but Japan is not out of the woods. The economic recovery has been weaker than anticipated given that there was no lockdown...
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