Germany on the Brink: Political Chaos, Economic Stagnation, and European Swap Spreads
Another election on the horizon… in Germany? Let’s unpack what’s brewing and driving the move in Bunds. Chancellor Scholz dismissed Finance...
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China/Germany Flash Watch: How will China navigate the Trump victory?
Wow! What a day in the markets with the Trump trade roaring in the FX space, bond space, and equity space. Buying U.S.-based equities in spread...
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Global FX: Surveying the FX landscape ahead of the US election
Key points from the discussion include election week strategies, potential outcomes on the dollar, analysis of currency pricing, impact of the UK...
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Steno Signals #124 – Something is WRONG in bond markets
The focus on the US election is currently masking another, and potentially much more important, story: the meltdown in sovereign bond markets. A...
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Crypto Moves #50 – Riding the Macro Wave Higher
Join our new Telegram Community Crypto Chat through this form! Starting Monday, we will be adding clients to this exclusive space, which will...
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