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US Treasury (10 Yr Generic) (GT10 GOVT)
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bearish
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Macroeconomics
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15 Jan 2024 09:26
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Podcast
US Rates: Takeaways from December inflation and Red Sea trade disruptions
The Consumer Price Index (CPI) and Personal Consumption Expenditures (PCE) both experienced increases in core inflation, with CPI being higher due...
At Any Rate
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223 Views
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bullish
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Macroeconomics
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15 Jan 2024 09:23
Steno Signals #82 – Inflation strikes back and no one is prepared for it
Happy Sunday and welcome to our flagship editorial on the Coronation day of King Frederik in Copenhagen. I guess it is somewhat telling for my...
Steno Research
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298 Views
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bullish
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Cross Asset Strategy
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13 Jan 2024 15:17
The Weekly Market Monitor – Chinese Equities Out, Bitcoin In!
With hindsight, this week likely marks Bitcoin's 'official' adoption as a new asset class. Meanwhile, investors seem done with China, once the...
Jeroen Blokland
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392 Views
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bullish
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Macroeconomics
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11 Jan 2024 11:38
Central Banks’ Policy Pivot Impact on Developed Markets
Throughout 2023, the global developed economy was at the forefront of tackling rising inflation that has been gathering steam since mid-2022. The...
Criat
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234 Views
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bullish
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Macroeconomics
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10 Jan 2024 14:53
Simple Math – Why Rates Must Fall!
A simple rule of thumb shows that real rates can only go down from here and why Italy will continue to rely on the ECB to maintain debt...
Jeroen Blokland
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328 Views
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