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The US dollar is the official currency of the United States of America.
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bullish
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Macroeconomics
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11 Jul 2024 08:36
US CPI Preview: Taking clues from China?
We already addressed the US CPI report in our “Week at a Glance”. Tomorrow’s US CPI report is the make-or-break moment we’ve been waiting for. To...
Steno Research
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212 Views
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bullish
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Cross Asset Strategy
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08 Jul 2024 11:25
Portfolio Watch: Not worth betting on a recession (yet)
We haven’t made significant changes to our portfolio in recent days due to a lack of conviction in the current market price action. However, we...
Steno Research
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193 Views
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bullish
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Macroeconomics
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04 Jul 2024 09:57
Business Cycle Watch: Is the US in a recession already? Here are the pros and cons
It’s not like we haven’t had this discussion a few times already this cycle, but the recession chatter is staring at us again after the weakest...
Steno Research
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235 Views
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bullish
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Macroeconomics
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04 Jul 2024 09:56
Positioning Watch – Hedge Funds are leaning into the Europe trade despite election risks
Greetings from Copenhagen!Markets are still busy trying to digest the first rounds of the French Election, with Le Pen’s party looking...
Steno Research
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212 Views
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bearish
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Macroeconomics
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04 Jul 2024 04:05
EU: Rise of the Ultra-Nationalist Right (Eg, in France) And Its Consequences
Macron's French assimilation vs anti-Islamist RN (with roots to the Battle of Tours won by Charlemagne's grandpa in 732CE) at existential heart of...
Prasenjit K. Basu
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204 Views
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