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...
311 Views
FX Daily - Flat USD Looks to CPI for Direction
The USD itself is mixed; the NOK and SEK are slight outperformers on the session, with the MXN also picking up some support.
211 Views
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...
281 Views
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...
321 Views
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...
487 Views