MPC Members Better Prepare a Bailey for the Coffee, While Ueda Better Pray for a Weaker JPY..
Welcome to the weekly “The week at a glance” publication where we look at the key figures during the week ahead and how to trade them. The Fed...
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5 Things We Watch – Risk assets, US CPI, Liquidity, FTSE/GBP & Asian FX
Hello everyone, and welcome to our weekly ‘5 Things We Watch’, where we boil down 5 of the things we keep an eye out for, in a short and concise...
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The week at a glance: A couple of central bank surprises on the cards?
Welcome to “The Week At A Glance”. Everything you need to know about the key figures in the week ahead and how we trade them. This week we focus...
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Steno Signals #98 – The recession panic is back right as liquidity is returning!
Happy Sunday from a wet Copenhagen!Let me just admit to it upfront. Last week didn’t play out according to my macro thesis. The US cycle suddenly...
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Portfolio Watch – Time for liquidity bets
Hello everyone, and welcome back to our weekly portfolio watch. A slightly positive week for our macro portfolio, which after a couple of days of...
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