Steno Signals #122 – Markets have abandoned the cutting narrative (outside of EZ)
Morning from Copenhagen,I spent my Sunday evening in the company of Interpol (the band, not the police, doh!), allowing myself a day off for once...
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Positioning Watch – Markets Still Favoring West Over East
Hello everyone, and welcome back to our positioning update. The big theme in markets currently is how markets are responding, positioning-wise, to...
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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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Global FX: US elections: A roadmap for FX and hedges
JPMorganmarkets.com provides valuable insights on the impact of elections, tariffs, and fiscal policies on the FX market, with potential scenarios...
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