US Inflation Watch: OER a one-off?
We see US inflation printing at 0.37% MoM in headline terms and 0.26% MoM in core terms. That leaves us in line with consensus, but with a...
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Steno Signals #90 – More Liquidity to the Most Hated Rally in Recent History
Welcome to our flagship editorial! Is it the year 2021, 2007 or 1995? These historical analogies are often used in sell-side...
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5 Things We Watch – Natural Gas, ECB, Crypto, Liquidity & Positioning
Hello everyone, and welcome to our ‘5 Things We Watch’, where we as always provide you with 5 things that we find particularly interesting in the...
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Macro Regime Indicator: MORE liquidity is coming
Greetings and welcome to this month’s Macro Regime Indicator. Financial markets have behaved pretty much just as we laid out in last month’s...
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Positioning Watch – Are the unpopular bets back in town?
Hello everyone, and welcome back to our weekly positioning watch!Equity markets continue their drift higher for yet another week, and it seems...
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