Long-Short Trades: Oil Versus Stocks
Despite the volatility in equity markets, the Oil price remains in a strong uptrend as is break higher. The relationship is questionable in this...
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US: FOMC's Hawkish Outlook Is Optimistic Without a Fiscal Complement
We expect no rate cuts in Q1CY25, as M2 growth (3.3%YoY Oct'24) and fiscal stimulus (6.3% of GDP in year to Sep'24) are boosting growth. A Jun'25...
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Positioning Watch – Everything you need to know about Fixed Income positioning before we enter 2025
Hello everyone, and welcome back to our weekly positioning update – this week with a strong focus on the moves we are seeing in Fixed Income and...
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Speadbites: Food for Credit Market Thought as We Head Into the Holidays
Market outlook for 2025 predicts continued stability with tight spreads and low default rates, demand for credit supported by low yields, concerns...
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Steno Signals #128- I thought Trump and tariffs were supposed to lead to a bond riot?
Happy Sunday, friends, and welcome to my straight-to-the-point editorial on everything macro!Just as everyone had concluded that Trump and his...
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