Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Macroeconomics

<ul><li>The Federal Reserve recently cut interest rates by 25 basis points, unveiling new year expectations for inflation and economic growth.</li><li>San Francisco Fed President Mary Daly discusses the current state of the labor market, the impact of AI on productivity, and the importance of data and evidence in making policy decisions.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Federal Reserve recently cut interest rates by 25 basis points, unveiling new year expectations for inflation and economic growth.San Francisco Fed President Mary Daly discusses the current state of the labor market, the impact of AI on productivity, and the importance of data and evidence in making policy decisions.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

San Francisco Fed President Mary Daly Explains the 'Hawkish Cut'

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

<ul><li>Happy Friday! Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro.</li><li>These insights are shared with hedge funds and institutional clients, and each Friday, we’re bringing them directly to you.</li><li>While the macro landscape can be complex, we believe it doesn’t have to be intimidating.</li></ul>

Happy Friday! Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro.These insights are shared with hedge funds and institutional clients, and each Friday, we’re bringing them directly to you.While the macro landscape can be complex, we believe it doesn’t have to be intimidating.

Here is What We Told Hedge Funds This Week—and How We’re Trading It!

<ul><li>The focus on the US election is currently masking another, and potentially much more important, story: the meltdown in sovereign bond markets.</li><li>A minor “hiccup” from Rachel Reeves led to a complete frenzy in Gilt markets on Wednesday, the softest NFP report in years triggered another bond market sell-off, and German Bunds are trading at all-time weak levels versus swap rates.</li><li>Something is going on, as markets are avoiding sovereign bond risk at all costs.</li></ul>

The focus on the US election is currently masking another, and potentially much more important, story: the meltdown in sovereign bond markets.A minor “hiccup” from Rachel Reeves led to a complete frenzy in Gilt markets on Wednesday, the softest NFP report in years triggered another bond market sell-off, and German Bunds are trading at all-time weak levels versus swap rates.Something is going on, as markets are avoiding sovereign bond risk at all costs.

Steno Signals #124 – Something is WRONG in bond markets

<ul><li>What a July we’ve had.</li><li>The G3 central banks have now received plenty of labor market data that justifies cutting rates fairly aggressively.</li><li>In our opinion, this is a tricky trend to resist, even if market pricing does admittedly seem aggressive.</li></ul>

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 opinion, this is a tricky trend to resist, even if market pricing does admittedly seem aggressive.

Macro/Rates Watch: When the entire foundation rests on liquidity

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

<ul><li>Inflation rates are gradually slowing, with both headline and core inflation in line with expectations and at multi-year lows</li><li>Housing prices showed more firming than expected, particularly in rental markets</li><li>Markets are pricing in very soft core CPI inflation over the coming months, with expectations for gradual disinflation and a focus on wage growth by the Fed</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Inflation rates are gradually slowing, with both headline and core inflation in line with expectations and at multi-year lowsHousing prices showed more firming than expected, particularly in rental marketsMarkets are pricing in very soft core CPI inflation over the coming months, with expectations for gradual disinflation and a focus on wage growth by the FedThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US Rates Strategy: July CPI, Jackson Hole, and Jittery markets

United States

IShares US Treasury Bond is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the ICE U.S. Treasury Core Bond Index.

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iShares US Treasury Bond ETF (GOVT US)

San Francisco Fed President Mary Daly Explains the 'Hawkish Cut'

Wells Fargo supports housing affordability, small business growth, and financial health in communities, with Mary Daly discussing the effects of...

Odd Lots

Here is What We Told Hedge Funds This Week—and How We’re Trading It!

Happy Friday!Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...

Steno Research

Steno Signals #124 – Something is WRONG in bond markets

The focus on the US election is currently masking another, and potentially much more important, story: the meltdown in sovereign bond markets. A...

Steno Research

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...

Steno Research

US Rates Strategy: July CPI, Jackson Hole, and Jittery markets

The Federal Reserve is likely to begin easing their cycle in September, as headline and core inflation slightly increased in line with...

At Any Rate

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