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 β 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...
300 Views
Positioning Watch β 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 β 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...
475 Views
Steno Signals #82 β Inflation strikes back and no one is prepared for it
Happy Sunday and welcome to our flagship editorial on the Coronation day of King Frederik in Copenhagen. I guess it is somewhat telling for my...
493 Views