Steno Signals #92 – The head fake reflation?
It is always lovely to get back on the road and meet a load of fund managers, and it is nice to see that a few reflation skepticals are still found...
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5 Things We Watch: BoJ, Germany, Commodities, Canada, Inflation
This week we are looking at the BoJ hiking rates for the first time since 2007 and its effects on the Japanese economy. Afterwards we will have a...
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Positioning Watch – Commodities are back on, and so are cyclical equities
Finally some action from the BoJ earlier today with a 10 bps hike, in line with market expectations after it was rumored that they would tweak...
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Japan Removes Negative Interest Rate Policy – The End of an Era and Long Yen?
Zooming out quickly reveals that Japan has not entered a new monetary policy regime. Yet, neither does the Federal Reserve.
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G5 Rates Watch: Mirror mirror on the wall, who’s the biggest interest rate cutter of them all?
The central bank outlook looks surprisingly uniform as the market has homed in on June as the first timing for the cutting cycle from most major...
217 Views