EUR HICP Forecast: HUGE Vol in Germany. A Deflation Shock?
Morning and welcome to our latest now-cast update from the Eurozone. We see a -0.7% MoM print in the Euro-zone HICP with most of the dovish...
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Steno Signals #84 – The Red Sea troubles are spreading FAST!
Happy Sunday folks and welcome to our flagship editorial!We have been banging the drum on the re-acceleration of goods inflation due to the Red...
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Portfolio Watch: Aboard the train but starring at the emergency exit
As we laid out last week our hands are up in the air long everything like we just don’t care- except bonds.The reason is that the existing regime...
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EM by EM #40: Chinese Promises and Mexican Traps
Key takeaways:The Chinese rally seems driven by talk rather than action- a warning to bulls as it is could reverse as swiftly if the rumours...
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ECB Watch: The ECB is likely wrong on all major parameters
The ECB is currently in motion, taking gradual steps towards a potential interest rate cut. This development signifies a noteworthy acknowledgment...
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