Mint Macro Roundup: BoE and ECB Policy Meetings
European banks hold rates steady, but concerns arise over slowing economies and the need to keep rates elevated. Equities dip, commodities rise.
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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...
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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.
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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.
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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...
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