Positioning Watch – Bye Bye Japanese Consensus Case?
Hello everyone, and welcome back to our weekly positioning watch, which today will start at the growing number of BoJ officials who are now...
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Energy Cable #60: Copper getting some help from China?
Take aways: Chinese deflation and high USD rates really putting a damper on copper; Interesting divergence in the USD and crude oil; Russia not...
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US Inflation Watch: OER a one-off?
We see US inflation printing at 0.37% MoM in headline terms and 0.26% MoM in core terms. That leaves us in line with consensus, but with a...
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Steno Signals #90 – More Liquidity to the Most Hated Rally in Recent History
Welcome to our flagship editorial! Is it the year 2021, 2007 or 1995? These historical analogies are often used in sell-side...
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FX Snapshot - BoC Holds, CAD Holds Range
The Bank held the overnight rate at 5.00%, as was widely expected, but gave no indication that rate cuts were under consideration.
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