Steno Signals #74 – Did King USD Just Break?
The sharp move in USDJPY and other USD pairs towards the end of last week has caught our attention and it arrives on the back of Powell letting go...
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Macro Regime Indicator: Heavy Long in Cyclical FX
We anticipate consistent QT in both USDs and EURs in the forthcoming month. On a 3-month time frame, and given the assumed conditions, our model...
542 Views
Out of the Box: Central Banks Are Insolvent. How Do We Deal with It?
In our “out of the box” series, we aim at being ahead of the current consensus narrative and think of the next theme that could drive price action...
540 Views
Recession Playbook: Here is how we think the recession will pan out
We have refrained from taking a decisive stance on the recession timing through the year and have generally had the view that recession risks (for...
1k Views
Portfolio Watch: Manufacturing versus Services
Welcome to our weekly Portfolio Update. We have had a great week as 1) Energy continues to outperform more labor-intensive sectors, while the USD...
627 Views