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US Treasury (10 Yr Generic) (GT10 GOVT)
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bullish
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Macroeconomics
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16 Oct 2023 09:16
Portfolio Watch: The Art of Resisting Panic
The world has seen significant changes since the last release of Portfolio Watch, marked by the tragic events in the Middle East.
Steno Research
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292 Views
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bullish
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Macroeconomics
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16 Oct 2023 09:11
Rates Watch: Are we all still chasing that cutting cycle too early?
In light of the firmer than expected CPI report from the US, we have re-visited our curve views across major currencies. We find the following to...
Steno Research
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296 Views
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bearish
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Macroeconomics
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13 Oct 2023 09:52
CPI Reaction Watch: Cementing a hike in November/December?
September’s CPI numbers just dropped with a small surprise in the headline, coming in at 0.4% vs 0.3% expected (3.7% YoY vs 3.6% expected), while...
Steno Research
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420 Views
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bullish
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Macroeconomics
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12 Oct 2023 09:29
5 Things We Watch: Recession, Gasoline, Temperatures, Geopolitics and Portfolio
This week we are watching out for the following 5 topics within global macro: Recession, Gasoline, Temperatures, Geopolitics, Portfolio.
Steno Research
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285 Views
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bullish
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Macroeconomics
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12 Oct 2023 09:21
CPI watch: 6 charts on a soft’ish inflation report
The CPI report is like to surprise on the dovish side. Especially used cars and transportation services will surprise on the low side. The Fed is...
Steno Research
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326 Views
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