5 Things We Watch – Rates Pricing, Liquidity turning, Labor Market, Commodities & China
Hello everyone, and welcome back to our weekly ‘5 Things We Watch’, where we provide 5 of the things we keep an eye out for in global macro in a...
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US CPI Review: Inflation is accelerating, no return to 2% in sight
US inflation printed at 0.4% in both headline- and core terms, which was in line with our nowcasts and substantially above embedded market...
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[US CPI Preview] Rising Gasoline Prices & Shelter Costs to Result in Hot US Inflation
Rising gasoline and shelter costs expected to push March CPI numbers higher, reducing the likelihood of a rate cut in the near term and supporting...
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The Week at a Glance: US CPI to Surprise Hawkishly Paired with a Surprise Rate Cut?
Welcome to our new “The week at a glance” publication. This week we look at the US CPI report, ECB- and BoC meetings and Scandi inflation from...
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Steno Signals #94 – Trading the FAKE business cycle
Happy Sunday and welcome to our flagship editorial!The fake business cycle strikes again. In 2022/2023, the market was lured into the recession...
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