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bearish
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Macroeconomics
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27 Mar 2025 01:47
Steno Signals #190 β Is Europe and China still the havens in macro? Not so fast..
Greetings from Copenhagen, and welcome back to our weekly editorial on everything macro and markets. The tariff headlines are back in a more...
Steno Research
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270 Views
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bullish
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Cross Asset Strategy
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24 Mar 2025 14:53
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Podcast
The Week Ahead β In The Eye of The Storm
Central banks maintained unchanged rates, with Fed revising growth forecast downward while raising inflation projections, Bank of England showing...
Nomura β The Week Ahead
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675 Views
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bearish
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Macroeconomics
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17 Mar 2025 12:01
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Podcast
The Week Ahead β Grappling With Uncertainty
strategy involves monitoring economic data closely and adjusting policy as needed to achieve their dual mandate of stable prices and maximum...
Nomura β The Week Ahead
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bullish
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Macroeconomics
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03 Feb 2025 14:39
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Podcast
The Week Ahead β Snaky Ways
Colleagues in the US made an important change to Fed forecasts, market sentiment may be jittery in February with questions about tech stocks and US...
Nomura β The Week Ahead
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bullish
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JPY
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20 Jan 2025 18:55
β’
Podcast
Global FX: What to expect when you are expecting inauguration
This podcast episode analyzes the potential impacts of Trump administration's tariff plans, differences within the cabinet, market speculation on...
At Any Rate
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