Mint Macro Roundup: U.S. Inflation Dips Below 3% Amid Stronger Retail Sales
U.S. inflation fell below 3% for the first time in over three years. Despite mixed signals from the manufacturing sector, retail sales showed...
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Positioning Watch – Positioning Squaring in JPY is Complete
Hello everyone, and welcome back to our weekly positioning update. This week likely marks the end of the positioning squaring phase, as multiple...
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Global FX: Weeks where decades happen
Carry models have seen drawdowns of 10% erasing YTD gains, central banks cutting rates have diminished the appeal of carry trading, and the Bank of...
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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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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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