Out of the Box #14: 4 Reasons Why Curve Steepening Is Now on the Cards
In our “out of the box” series, we aim at being ahead of the current consensus narrative and think of the next theme that could drive price action...
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5 Things We Watch: Downgrades, Cyclicals, Oil, JGBs and GDP/GDI
A credit downgrade of the US sovereign debt amidst a steepening of global curves triggered by the Bank of Japan finally making mini-steps towards...
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Expect the ISM Manufacturing to Rise to 48, Signaling 14% Downside for Equities
The regional US Manufacturing PMIs point to an increase of the ISM Manufacturing Index to 48.1 from 46. Yet, this is insufficient to erase the...
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Pause Watch: 25 bps and then a pause!?
A Fed pause historically means that the recession clock starts ticking and rings in the recession when the Fed starts cutting. The outlook for...
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Rates Watch: Will curves bear-steepen if the cyclical rebound is confirmed?
Welcome to this second asset-specific piece during our “Business Cycle Week”. Due to several of our indicators hinting at a short-term pick-up in...
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