Great Game – Biden in Free-Fall and a French Ménage À Trois
Biden is starting to drop rapidly in polls after the US presidential debate. Many polls show Trump to have opened a 2-4 point lead nationally,...
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Steno Signals #106 – The cycle is improving. Not weakening.
We spent most of last week examining cycle leads and lags as we continue to observe solid signs of re-acceleration in economies with low duration...
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Global FX: FX Volatility Bumpy, but Capped in H2
The recent washout in EMFX carry trades, low FX volume compared to other indicators, firm global growth and broad PMI strength, the world being...
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Portfolio Watch: Don’t underestimate the US consumer
Welcome to our weekly Portfolio Watch, where we walk you through the most relevant trading topics for our portfolio and yours. Our bet on the US...
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EUR Inflation Watch: Food for pause’istas
The market consensus for the European June inflation numbers is very soft, both seasonally adjusted and relative to the developments seen in June...
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