Steno Signals #88: Anyone left willing to bet on rate cuts in H1?
It seems like no one is willing to add bets on rate cuts in H1 after even the doves from the ECB and the Fed have been hard to convince of spring...
247 Views
EUR-flation Watch: A major surprise is needed in February
The EUR HICP report for February needs to be very soft to tempt the ECB into spring action. The über-hawk of the committee Holzmann said the...
327 Views
Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession
Claudia Sam, an expert in monetary and fiscal policy, forecasting, and recession indicators, has advised top decision makers and founded Stay at...
Global FX: Give me a (range) break
The dollar is trading sideways amid tariff concerns and matured Fed easing expectations, while markets are primed for the RBNZ meeting next week,...
12 Views
5 Things We Watch – Meeting Minutes, Cyclical Momentum, Natural Gas, Excess Retirements & China
The possibility of a comeback for both the manufacturing sector and inflationary pressures have reached the desks of macro enthusiasts, but...
212 Views