5 (+1) Central Banks We Watch – Fed, ECB, BoE, Norge’s Bank, BoJ & BCB
It’s central bank week once again, and that of course calls for us to share our thoughts ahead of the biggest meeting over the next week with...
282 Views
Positioning Watch – Are markets ready for Powell Wednesday?
With Powell taking the stage on Wednesday, likely turning more hawkish in his rhetoric after weeks of financial conditions easing, we have had a...
277 Views
Inflation Watch: Another Deflation Shocker from Europe? UK, Sweden and Norway Are Under the Loop!
We overall see continued trends towards strong disinflation in Europe and the global surprise index on inflation looks transitory.
425 Views
Out of the Box #25: Europe. From Technical Recession to an Real One?
EUR duration still has further to go and we remain long- soft landing cuts or emergency cuts should leave the long end lower.
267 Views
Steno Signals #71 – A First Taste of the Recession Sell-Off?
The biggest question to ask right now is whether the pandemic altered the geopolitical and- financial playing field to an extent that will allow...
345 Views