Credit Watch: Nothing in the credit impulse speaks in favour of a 2024 comeback
***We release this article instead of our “Something for your Espresso” daily. Our normal live coverage will be back on Wed 27. We will release...
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Five Things We Watch For In 2024
The thing to watch is probably employment numbers and once the labor markets start turning bad, expect CBs to cut in a hurry (especially if it is...
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Positioning Watch – Buy everything seems to be consensus
Hello everyone, and welcome back to our weekly positioning watch following the surprisingly dovish FOMC meeting last Wednesday, which smells of a...
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Steno Signals #78 – Santa Powell Handing Out Gifts Even to the Naughty!
Powell invited for a yuuuge risk asset party this week by allowing the market to continue to chase the narrative of material rate cuts in 2024.
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Bull Steepening Watch – Is Lower Yields Really What Risk Assets Want?
Let’s run through each asset class to see where to put your eggs if a bull-steepening of the yield curve continues into 2024.
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