Steno Signals #76: The Fed Has Lost Control of Liquidity Trends
It seems like the narrative lags the actual price action. 2024 estimates/outlooks are turning upbeat, while positioning is one way traffic towards...
351 Views
5 Things We Watch: CBs, Eurflation, OPEC, Ifo, Dutch Politics
We talk about EURflation and the upcoming OPEC meeting and we then move on to talking about the Ifo numbers released last week while lastly...
266 Views
G3 Central Bank Watch: More Fuel to the 2007 = 2023 Analogy
The outcome of 2024 is still up in the air, but credit indicators do not look pretty ahead of next year when we combine the impulse in China, the...
278 Views
Positioning Watch – All About the Soft Landing Narrative
Hello everyone, and welcome back to our weekly positioning watch, where we as always try to dig down into the latest positioning data and give you...
283 Views
The Land of Swaying Yen: Will The BoJ Intervene? How Will Yen Respond?
The Yen is at cross-roads. Continued easing may weaken it even more. Or BoJ intervention might strengthen it. What next for the Yen?
337 Views