Positioning Watch – Markets Are Moving Away from the US (in FI)
Hello everyone, and welcome back to our weekly positioning update!Everything is about China these days, with both the PBoC and the Politburo...
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Liquidity Nugget: The worst turn liquidity in years
September’s month-end is always a significant period for xCcy markets, primarily due to window-dressing by financial institutions and the upcoming...
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Ifo Nugget: It’s beginning to smell like recession
Take away: It’s a matter of time before the labor market has Lagarde’s full attentionSoft and hard data now starting to align in Germany Time to...
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Week at a Glance – Are We Getting More 50s Across the Globe?
As we enter the historically weak 7–10 days for markets, it’s a good time to be cautious. Banks are also preparing for quarter- and year-end...
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Steno Signals #118 – The labour market is NOT growing. The Fed will cut MORE
Happy Sunday from Copenhagen. We made a major U-turn over the summer to align ourselves with the weakening of the labor market in the...
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