Steno Signals #68: There is NOT enough buyers for bonds amidst all this
A deal between the US/Israel and Saudi Arabia seems off the table after this weekend. Oil markets are physically tight still, but there are some...
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Positioning Watch: Who is caught in the Crossfire?
Happy Saturday, and welcome back to our weekly positioning watch, where we run through interest positioning insights/data collected throughout the...
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The Weekly Market Monitor – Real Rates = Growth Scare?
Defaults are rising, gasoline demand is falling out of bed, and price pressures reside despite spiking energy prices. Is the growth slump finally...
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Macro Regime Model: Inflation down while growth is on the up?
Every month, we present our best evaluation of the present and approaching month’s macroeconomic conditions, balancing risks and rewards. We put...
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5 Things We Watch – Manufacturing, Natural Gas, JOLTS, BoJ & China
Happy Wednesday, and welcome back to our 5 Things We Watch, where we as always run through 5 interesting topics in global macro relevant for the...
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