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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BRIDS Monthly Update Economic & Fixed Income Research October 2024
Monitoring the recent upswing in the US market while awaiting the election results and decisions from the Fed The recent surge in the U.S. Dollar...
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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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BRIDS Market Pulse: Chart of the Week – Restocking May Continue to Support NPI Price
Our team’s preview expects the majority of 3Q24 earnings to be in line with expectations, which should cement our FY24F EPS growth expectation of 7.6%
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Steno Signals #123 – The market is sniffing out a big liquidity increase
Happy Sunday from Copenhagen. Stocks like MicroStrategy and Tesla are starting to trade as if they have sniffed out an upcoming liquidity...
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