FX Daily - USD Slips Before Powell Comments
The USD is trading lower for a fourth day (so far) in succession, something we haven’t seen in terms of the USD’s broad performance since the end...
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EUR rates: Four questions going into the ECB meeting
Full ECB preview:ECB Watch: Not on the verge of cutting yetThe ECB staff projections for inflation are likely to be revised down, again.
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5 Things We Watch – Natural Gas, ECB, Crypto, Liquidity & Positioning
Hello everyone, and welcome to our ‘5 Things We Watch’, where we as always provide you with 5 things that we find particularly interesting in the...
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Macro Regime Indicator: MORE liquidity is coming
Greetings and welcome to this month’s Macro Regime Indicator. Financial markets have behaved pretty much just as we laid out in last month’s...
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Positioning Watch – Are the unpopular bets back in town?
Hello everyone, and welcome back to our weekly positioning watch!Equity markets continue their drift higher for yet another week, and it seems...
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