Positioning Watch – Spread-trades are the way to play the current environment
Very interesting dynamics in markets lately, with the NFP report Friday shocking markets at first glance before sending them back into rally-mode,...
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G3 Watch: Timing the first rate cut
Receiving very front-end rates is starting to look attractive across all G3 countries again. The ECB is likely to cut in March as they will have...
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Inflation Watch – How are markets pricing inflation in 1 year?
Main findings: The risk-neutral probability distribution for USD 1Y inflation has a substantially larger right-hand skew than the one for...
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Positioning Watch – Markets betting on lower rates and higher oil prices
Welcome back to our weekly positioning watch, where we as always provide you with our latest findings on sentiment, positioning, and everything in...
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Steno Signals #83 – A striking divergence between EUR and USD money trends
Welcome to our flagship editorial!It is about this time of the year when we conclude that all year-ahead outlooks have already been blown to...
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