Fed Watch: Why Should the Fed Abandon the Planned Year-End Hike?
No one expects policy action from the Fed this week, but Powell could decide to reiterate that the dot plot remains intact given the most recent...
301 Views
Positioning Watch: Is Anyone Even Invested in China at This Stage?
We hope you have enjoyed our China Week coverage with extensive analysis on the ongoing malaise in Chinese Real Estate. Positioning in CNY markets...
364 Views
US Dollar is Dead Redux
This note extensively focuses on sentiment as the market is overwhelmed with the Negative Dollar narrative that is mainstream. And it begs the...
492 Views
Global Rates: European rates Scandi and UK central bank round up
The Norges Bank is expected to make its first rate cut later in the second half of the year, with money markets pricing in a low probability for...
168 Views
Steno Signals #190 – 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...
245 Views