Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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EUR-flation Watch: April is hot (in inflation terms)
Welcome to our now-cast series on EUR-flation. We have been banging the drum on dovish surprises in the Euro area for a while, but there are signs...
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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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The Week at a Glance: US CPI to Surprise Hawkishly Paired with a Surprise Rate Cut?
Welcome to our new “The week at a glance” publication. This week we look at the US CPI report, ECB- and BoC meetings and Scandi inflation from...
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