Bull Steepening Watch – Is Lower Yields Really What Risk Assets Want?
Let’s run through each asset class to see where to put your eggs if a bull-steepening of the yield curve continues into 2024.
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Mint Macro Roundup: Powell Has Gifted Fed Pivot. Markets in Merry. What to Expect from ECB and BoE?
FOMC holds rates steady, signaling no further hikes. Economic projections hint at rate cuts and a soft landing for US economy. Equities rise,...
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COP28 Nuclear Deal – Implications for the Global Clean Energy Race
The COP28 in Dubai is coming to a close with COP28-president Sultan al-Jaber presenting the final resolution just this morning. Nearly 200...
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USD CPI Review – A slightly hawkish surprise
Conclusions up front: A hawkish CPI surprise, especially in the details. The FOMC can construct both a dovish and a hawkish narrative based on...
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Energy Cable #49: Ouch …..
Main take aways: Long utilities in Europe. OPEC looks like losing control with the market. SPR purchases could floor Oil markets here. Last week...
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