US Treasury Watch: An opportunity of a decade or still the pain trade?
Some much-needed bids provided relief to the bedrock treasury market last week, and yields eased off a bit. The relief was short-lived though, and...
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The Weekly Market Monitor – Where’s the Plunge Protection Team?
China's National Team seems absent as Chinese stocks tumble, geopolitics take center stage, but still, Sentiment is not depressed enough.
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5 Things We Watch: BoJ, JPY & CNY, Monetary trends, UST selloff & Biden’s visit in Israel
Welcome to this week’s edition of our weekly recurring ‘5 Things We Watch’. Which fool said macro was boring? Loads of moves to address but we’ve...
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Steno Signals #69 – The recession playbook
Happy Sunday everyone and welcome to our flagship editorial!I will keep it short and sweet this week on my way to Mallorca! We have now formalized...
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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.
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