Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Cross Asset Strategy

<ul><li>Inflation data has been hotter than expected, remaining stubbornly above 3%</li><li>Demand in the economy has been robust, with strong retail sales and job reports</li><li>Richmond Fed President Tom Barkin discusses potential factors influencing inflation and the need for offsetting housing strength in the economy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Inflation data has been hotter than expected, remaining stubbornly above 3%Demand in the economy has been robust, with strong retail sales and job reportsRichmond Fed President Tom Barkin discusses potential factors influencing inflation and the need for offsetting housing strength in the economyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Richmond Fed President Tom Barkin On Getting Inflation Under Control

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

FX & Rates

<ul><li>Strong dollar not seen as a problem for the US or the Fed, more concerning for the rest of the world</li><li>Unlikely to see coordinated global intervention due to high hurdles and lack of exceptional circumstances</li><li>Dollar CNY stability due to PBOC holding it down, may welcome cooling pressures on the currency from Japan and Korea verbal interventions</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Strong dollar not seen as a problem for the US or the Fed, more concerning for the rest of the worldUnlikely to see coordinated global intervention due to high hurdles and lack of exceptional circumstancesDollar CNY stability due to PBOC holding it down, may welcome cooling pressures on the currency from Japan and Korea verbal interventionsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: A Strong Dollar Is Not a US Problem

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul><li>China is preparing something BIG. That seems more and more obvious to me by the week now. The question is what that BIG thing is.</li><li>China reported a strong 5.2% YoY Q1 despite troubles on the ground, local financial institutions are hoarding bonds because of a weak credit demand growth picture and the Chinese authorities seem to be stockpiling like crazy.</li><li>We have seen plenty of tin-foil theories speculating in the reasons behind those Chinese actions, but maybe China is just preparing a major one-off devaluation of the CNY?</li></ul>

China is preparing something BIG. That seems more and more obvious to me by the week now. The question is what that BIG thing is.China reported a strong 5.2% YoY Q1 despite troubles on the ground, local financial institutions are hoarding bonds because of a weak credit demand growth picture and the Chinese authorities seem to be stockpiling like crazy.We have seen plenty of tin-foil theories speculating in the reasons behind those Chinese actions, but maybe China is just preparing a major one-off devaluation of the CNY?

Steno Signals #96 – A major devaluation of the CNY could be imminent

<ul><li>Welcome to our weekly Portfolio Watch.</li><li>We have returned -0,87% in our Macro Alpha Portfolio this week as of the time of writing, which is a decent return profile given the drawdowns seen across the asset universe.</li><li>We have been sitting on our hands due to the trickiness of timing the missiles flying back and forth in the Middle East and due to our lack of conviction that the timing is right to re-enter riskier bets.</li></ul>

Welcome to our weekly Portfolio Watch.We have returned -0,87% in our Macro Alpha Portfolio this week as of the time of writing, which is a decent return profile given the drawdowns seen across the asset universe.We have been sitting on our hands due to the trickiness of timing the missiles flying back and forth in the Middle East and due to our lack of conviction that the timing is right to re-enter riskier bets.

<ul><li>Tax receipts post-tax day are tracking about 15% above last year's pace, below 2022 levels.</li><li>Increase in electronic filings leads to quicker processing of tax receipts.</li><li>TGA balances have increased by $250 billion to $930 billion, in line with 2022 trends.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tax receipts post-tax day are tracking about 15% above last year's pace, below 2022 levels.Increase in electronic filings leads to quicker processing of tax receipts.TGA balances have increased by $250 billion to $930 billion, in line with 2022 trends.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US Rates: Tax Season, Debt Ceiling, and Reserves

United States

The euro is the official currency of the European Economic & Monetary Union.  The US dollar is the official currency of the United States of America.

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Richmond Fed President Tom Barkin On Getting Inflation Under Control

Flexible financing program at Netsuite.com, special Odd Lots podcast episode with Richmond Fed President Tom Barkin discussing robust demand and...

Odd Lots

Global FX: A Strong Dollar Is Not a US Problem

The strong dollar is not a major concern for the US or the Federal Reserve, but could pose challenges for the rest of the world, making coordinated...

At Any Rate

Steno Signals #96 – A major devaluation of the CNY could be imminent

Happy Sunday and welcome to our flagship editorial! Remember that I will be in Singapore most of next week. Please reach out if you are Singapore...

Steno Research

Portfolio Watch: Sitting on our hands

Welcome to our weekly Portfolio Watch. We have returned -0,87% in our Macro Alpha Portfolio this week as of the time of writing, which is a decent...

Steno Research

US Rates: Tax Season, Debt Ceiling, and Reserves

Despite a significant amount of treasury coupons settling, funding volumes remained stable, tax receipts are tracking above last year's pace, and T...

At Any Rate

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