Portfolio Watch: October reflation or October disinflation?
The USD has regained ground alongside USD rates since the 50bp from the Fed in September, which reignited both growth- and inflation expectations...
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The Week at a Glance: No Bazooka from China (Yet) – Over to You, ECB
The recent Chinese fiscal briefing was underwhelming, as expected. China continues to focus on supply-side measures, which remain ineffective in...
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Portfolio Watch: China needs to deliver, or it could end in tears
Happy Friday from Copenhagen!The fiscal briefing in China tomorrow will be crucial, as inflows into the country have significantly diminished in...
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The Week at a Glance: No Country for Inflation Undershooting Men
A few hours after the decently strong non-farm payrolls report, Goolsbee of the FOMC commented on inflation undershooting its target, suggesting...
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Liquidity Watch: Houston, we have a liquidity/SOFR problem!
Welcome to this liquidity watch analysis, where we will address the current stress in USD funding markets and the potential impact on the Fed’s...
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