The Week At A Glance: Itâs getting hot in here! CPI week..
Welcome to the weekly âThe week at a glanceâ publication where we look at the key figures during the week ahead and how to trade them. We have...
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Steno Signals #99 â Freddie Mac gearing up to unleash trillions for consumption?
Last week we learned that the so-called âexcess savings poolâ from the pandemic had vanished into thin air in the US, or rather that personal...
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Macro Regime Indicator May â UP UP UP!
Welcome to our monthly flagship asset allocation analysis â the âMacro Regime Indicatorâ. Coming into April, we wrote that âThe macro environment...
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5 Things We Watch â Risk assets, US CPI, Liquidity, FTSE/GBP & Asian FX
Hello everyone, and welcome to our weekly â5 Things We Watchâ, where we boil down 5 of the things we keep an eye out for, in a short and concise...
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USD inflation preview: NO, inflation is not going away folks..
The monthly inflation reports have proven to be the catalysts for the repricing of USD rates in recent months and we fear another 1-2 sigma event...
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