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US Treasury (10 Yr Generic) (GT10 GOVT)
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bullish
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Cross Asset Strategy
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16 Jan 2024 00:32
Positioning Watch – Where to Find Value Currently
Markets have more or less traded sideways since the start of the year, as the risk-on party has taken a bit of a breather it seems, despite rate...
Steno Research
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291 Views
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bearish
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Macroeconomics
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15 Jan 2024 01:26
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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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229 Views
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bullish
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Macroeconomics
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15 Jan 2024 01:23
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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304 Views
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bullish
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Cross Asset Strategy
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13 Jan 2024 07:17
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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398 Views
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bullish
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Macroeconomics
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11 Jan 2024 03:38
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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240 Views
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