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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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14 Aug 2023 10:46
Steno Signals #60: Worse than Lehman in China!? The 3 Most Important Questions Right Now!
The markets over the past week or two have made little sense as commodities (especially energy) have continued to outperform risk assets despite...
Steno Research
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259 Views
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bullish
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Cross Asset Strategy
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14 Aug 2023 05:58
Commodity Watch: Alternatives to Betting Directly on the Curve
With MOVE and 10 year yield 3m rolling correlation back to its 2022 levels, is it time for a cocktail of a rates volatility wrecking ball ala...
Steno Research
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191 Views
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bearish
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Cross Asset Strategy
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13 Aug 2023 17:52
Positioning Watch – The Chinese Disappointment Is Written All over the Latest Positioning
Weekends provide the perfect opportunity to review the market’s performance over the past week – and this week has again been full of volatility...
Steno Research
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261 Views
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bullish
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Macroeconomics
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12 Aug 2023 19:25
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Broker
SEK rates weekly: Bond issuance about to level up
In September, issuance and QT in SGBs ramps up to more than 9 bn/month from nothing during the holidays. Reduced ECB buying and a rate hike pause...
Nordea
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326 Views
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bearish
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Macroeconomics
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12 Aug 2023 19:19
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Broker
Macro & Markets: Soft landing dreams
Fading recession risks.In recent months, investors and economists have marked down the probability of a recession, after growth has surprised on...
Nordea
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339 Views
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