USD inflation review: Powell has to invent a new measure..
This is another heavy-hitting US inflation report and frankly the worst in a while. The stickier components of the basket, including rents and...
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Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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Steno Signals #86 – Trading the Relative Fed and ECB Balance Sheet Development
Welcome to our flagship editorial! I am sitting here on a Saturday evening (by the time of writing) waiting for the opportunity to...
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Portfolio Watch: NVDA or Bust?
Hello everyone and welcome back to yet another assessment of our macro book- and as per usual accompanied by our current macro outlook!We knock on...
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USD Inflation Watch: Softer than recently seen – May back in play!
Welcome to a short and sweet preview of the US CPI report on Tuesday. The revisions for 2023 came in just a few moments ago, and they barely moved...
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