Steno Signals #75 – The 2007/2008 Playbook Is Useful Again
The soft landing narrative has seen material tailwinds over the past 6-8 weeks, while the recession narrative is fading fast.
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Out of the Box #24 : Too Little Too Late Powell?
We have been rather vocal about how we find that the odds of a hike are perhaps a bit higher than what the market is willing to accept at this point.
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USD’o’meter: Is King USD about to reverse?
In this piece, we will try to assess the USD outlook in a structured way by looking at:1) Relative rates, 2) Relative inflation, 3) Relative...
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EUR Watch: Damned if You Do Until You Are Damned if You Don’t
EUR assets will suffer if the activity levels rebound too quickly due to a lack of elasticity in the commodity/energy supply in Europe.
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5 Things We Watch: Trump, Electricity, CPI, Crude Oil, Fixed Income
This week we start out by looking at Trump’s chances of getting reelected then move on to European electricity markets after that we’ll discuss...
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