Portfolio Watch: The USD Wrecking Ball Is Back
The USD has been on a roll since the firm US inflation report earlier in the week and we are approaching the point where European trade balances...
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[US CPI Preview] Rising Gasoline Prices & Shelter Costs to Result in Hot US Inflation
Rising gasoline and shelter costs expected to push March CPI numbers higher, reducing the likelihood of a rate cut in the near term and supporting...
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Portfolio Watch: Data green-lighting continued rally – cautious metals however
Our early conviction in pro-cyclical trends keeps getting confirmed. Initially, our nowcast indicator for China signaled a positive outlook
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FX Watch: Tough times ahead for king USD?
Take-aways upfront: The USD looks to have broken the clear downtrend from Q3/Q4 last year, but the combination of rising inflation expectations...
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Steno Signals #90 – More Liquidity to the Most Hated Rally in Recent History
Welcome to our flagship editorial! Is it the year 2021, 2007 or 1995? These historical analogies are often used in sell-side...
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