Steno Signals #58 – The One on Banana Republics, Yield Curve Controls and the Yuge EUR Consensus
The outlook for the economy, rates, fx and other assets apparently never fails to surprise! We have thankfully made very decent returns through a...
383 Views
Japan Watch: 1% with Added Flexibility – More or Less Printing from Here?
The Bank of Japan moved the needle on the 10yr YCC from an effective cap 0.5% to a new effective cap at 1% but with a larger...
534 Views
5 Things We Watch – Fed, ECB, BoJ, RBA & Credit
It’s central bank week again! Always a busy week when the biggest central banks publish their monthly interest rate decisions, but as always we...
435 Views
5 Things We Watch – PMIs, FX, Japan, Brazil, Inflation
Welcome to this week’s edition of ‘5 Things We Watch’, where we take you through 5 things that we have found particularly interesting in the past...
412 Views
Taiwan- Destined To Outperform
Our money is on Taiwan. The pandemic is behind, the economy is rebounding faster than anticipated. Underlying fundamentals are supportive of the...
483 Views