The Week At A Glance: The slippery slope of data revisions
Happy Monday from Europe. Powell is cutting, Ueda is hiking and USDJPY is heading lower. It sounds like a tune we have heard before, and while we...
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Steno Signals #114 – A Powell Put is Ueda’s Catastrophe
Happy Sunday from Denmark!I’ve had a few days to digest Powell’s speech from Friday, and my takeaway is unequivocally dovish. Powell and the...
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Macro/Rates Watch: When the entire foundation rests on liquidity
What a July we’ve had. The G3 central banks have now received plenty of labor market data that justifies cutting rates fairly aggressively. In our...
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Positioning Watch – Markets are much more sceptical on the Euro zone than the US and UK
Hello and welcome back to our weekly positioning update. Markets are as tricky as always, as everyone is trying to grasp how Powell will address...
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Portfolio Watch: Here Comes the Metals Meltdown...
After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.
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