Steno Signals #89: Major Twist to QE Upcoming?
Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...
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Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
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SLOOS Survey: The US Economy Is Re-Accelerating and Money Growth Is Back!
The demand- and supply for money has bottomed out! That is the overwhelming conclusion from the quarterly survey on banking standards released by...
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US Liquidity & Debt Watch: Yellen to Decide the QT Tapering Timing Tomorrow
Yesterday, the US Treasury revealed the issuance targets for Q1 and Q2. The net addition to marketable debt is $760 billion for Q1. While this is...
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USD Liquidity Watch: Treasury Selling Due to Bank Reserves Influx?
There are signs of increasing liquidity stress in US Treasury markets again, but how is that possible during a regime of increasing bank reserves...
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