Steno Signals #75 – The 2007/2008 Playbook Is Useful Again
The soft landing narrative has seen material tailwinds over the past 6-8 weeks, while the recession narrative is fading fast.
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5 Things We Watch: IFO, US Rates, Earnings Revisions, USD & Gasoline
We start off this week’s 5 Things We Watch by having a look at the Ifo survey coming up this Friday in the midst of the Schwarze Null ruling. This...
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Great Game – Truce in Gaza?
The ongoing conflict between Israel and Hamas is nearing a potential turning point, as Hamas chief Ismail Haniyeh, in a statement to Reuters,...
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Steno Signals #74 – Did King USD Just Break?
The sharp move in USDJPY and other USD pairs towards the end of last week has caught our attention and it arrives on the back of Powell letting go...
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Energy Cable #45 – The World Needs a Riyadh Accord
Last week we got news that MBS is still keen on pursuing a mega deal with the US that would normalize relations with Israel. We envisage a...
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