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...
1.2k 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...
485 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....
601 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...
434 Views
Global FX: Surveying the FX landscape ahead of the US election
Key points from the discussion include election week strategies, potential outcomes on the dollar, analysis of currency pricing, impact of the UK...
208 Views