Central Bank Watch: The Fed has gone from QE to QT to QB
The extreme volatility in the USD curve continues and Jay Powell gave a green light to further curve steepening by hinting that term premias could...
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5 Things We Watch: BoJ, JPY & CNY, Monetary trends, UST selloff & Biden’s visit in Israel
Welcome to this week’s edition of our weekly recurring ‘5 Things We Watch’. Which fool said macro was boring? Loads of moves to address but we’ve...
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Money Watch: Monetary trends scream >2% inflation still (in the US)
Being away from the desk for a few days allows me to take a step back and ponder about some of the biggies in global macro. I have spent the first...
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Steno Signals #69 – The recession playbook
Happy Sunday everyone and welcome to our flagship editorial!I will keep it short and sweet this week on my way to Mallorca! We have now formalized...
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Positioning Watch: Seeking Shelter in the Fog of War
Chinese stimulus, US CPI, and Gaza Bombardment now likely turning into a land invasion. Plenty of events to digest in the scope of one week!
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