Global FX: No calm before the storm
Overall, the update highlights various factors impacting market trends and currency movements, including resilience in survey data in Oregon,...
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Global Rates: European rates market update
Recent market trends suggest a possible shift in macro fundamentals, with increased rates, reduced market liquidity, and fiscal policy uncertainty...
1.1k Views
Global Rates: Hawkish cuts and dovish holds
Overall, the BOE and Fed's monetary policy decisions, potential government shutdown, debt ceiling concerns, and Fed's balance sheet shifts are key...
467 Views
Steno Signals #175 – 4 asymmetrical cases for Santa Powell
Happy Sunday, everyone, and welcome to my weekly editorial on everything tradable in macro! I was confident heading into last week that the U.S....
583 Views
Positioning Watch – The US Exceptionalism Story Is Back in Play!
Main point:The current positioning picture is becoming increasingly uniform across asset classes: higher US growth, higher USD rates versus...
417 Views