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....
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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...
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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...
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The Week at a Glance: Rates might stay higher for a bit longer (in the US)
Happy Monday!Over the weekend, tensions in the Middle East eased after an Israeli strike that notably avoided Iran’s crude infrastructure. This...
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Portfolio Watch: October reflation or October disinflation?
The USD has regained ground alongside USD rates since the 50bp from the Fed in September, which reignited both growth- and inflation expectations...
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