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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US Core PCE Deflator, Euro Area Inflation and Tokyo CPI
In the upcoming week, important economic data releases and events will include Q2 GDP, house prices, euro area inflation and unemployment, UK...
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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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The Week at a Glance: The USD in the (Jackson) Hole amidst Over 1 Million Jobs Disappearing?
Welcome to our weekly “The Week At A Glance” publication, where we explore the most important key figure releases and tradeable themes for the...
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Steno Signals #113 – Neither Inflation, Growth, Nor Liquidity is rising right now
As most of you know, we remained upbeat on the cycle until around mid-July, as growth parameters continued to perform solidly in real-time, while...
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