Macro Regime Watch: An In-Depth Look at Regime Trends Across Major Markets
Welcome back to Macro Regime Watch, where we dive into our nowcasting models to analyze Growth, Inflation, and Liquidity trends. Over recent...
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Comment on Exchange Rate EUR/USD - October 14, 2024
During the period under consideration, i.e. September 12th, 2024, to October 14th, 2024, the EUR/USD pair posted both downward and upward swings.
Flash Macro Watch: The Fed has abandoned its 2% target
Following another reasonably hot U.S. CPI report yesterday, it’s time to dust off the old sell-side charlatan chart comparing today’s inflation to...
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Steno Signals #126: Disentangling the ECB Schnabel Speech – How Will QT Develop from Here?
We’re at a critical juncture in sovereign bond markets, with liquidity running razor-thin and the game changing fast. German Bunds, traditionally...
323 Views
At Any Rate: Treasury Futures Quarterly Roll
JP Morgan's global research podcast discusses upcoming US elections and Fed policy, quarterly roles in rates markets after recent events and...
836 Views