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The US dollar is the official currency of the United States of America.
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bearish
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Macroeconomics
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18 Sep 2023 07:57
Positioning Watch: Energy is not (yet) a consensus
Over the past week we received the monthly Fund Manager survey suggesting that UK and Europe are now (clearly) underweight relative to benchmark...
Steno Research
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228 Views
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bearish
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Macroeconomics
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18 Sep 2023 07:51
US Economy Watch: The Recession That Never Came… Or?
Key takeaways up front: We see near-term upside risk to inflationThe labor market is softening in tandem with growth in real wages (rising...
Steno Research
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225 Views
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bearish
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Cross Asset Strategy
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18 Sep 2023 01:02
The Weekly Market Monitor – The ECB’s Unreasonable Hike While the UK Falls into Recession
Markets got a dovish ECB hike but wrapped in a highly conflicting message, and one that will likely qualify as a policy mistake in hindsight.
Jeroen Blokland
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245 Views
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bearish
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Macroeconomics
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15 Sep 2023 21:21
Portfolio Watch: Any juice left in the anti-Europe bet?
Welcome to our weekly portfolio watch! In this piece, we look at the developments in our portfolio and try to assess the risk/reward in current...
Steno Research
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453 Views
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bearish
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Macroeconomics
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15 Sep 2023 04:56
PPI Nugget: New Pressures On Producer Prices To Come?
Energy is the main culprit behind the reacceleration but it is also starting to spill-over the various broader goods categories. The cyclical...
Steno Research
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356 Views
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