Steno Signals #95 – Is the Next Move a Hike?
Before getting to the financial word, I just briefly want to reiterate that we find a de-escalation most likely between Iran and Israel after the...
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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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G3 Rates Watch: No one’s got a clue on R*, yet the market is convinced that it does!
What a week in Fixed Income space! The bloodbath after the hot US CPI report partially continued today, but equities have a tremendous ability to...
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[US CPI Review] Energy, Housing, And Services Keep Inflation Hotter Than Expected
​March CPI exceeded expectations at 3.5% YoY, driven by gasoline, shelter, and transportation services. Dollar strengthened against other...
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EM Watch: China is preparing something BIG!
The below chart of ours have made the rounds in recent days and weeks as China seems to be preparing for something big given the heavy restocking...
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