US Rates Nugget: 4 Charts on Why November Data Will Reignite the Hawks
ISM Services jumps to >60 in our models when you adjust for the spreadsheet wizardry of the Institute of Supply Management as the seasonal...
Steno Research
254 Views
Fed Watch: Why Should the Fed Abandon the Planned Year-End Hike?
No one expects policy action from the Fed this week, but Powell could decide to reiterate that the dot plot remains intact given the most recent...
Steno Research
189 Views
FX Watch – Exploring FX Fundamentals
We’ll take a trip back to the theory books and use some of the good old correlations and fundamental value metrics to give some insights on the...
Steno Research
230 Views
FX Watch: The World Needs a Riyadh Accord More than a Plaza Accord 2.0
“I’ve said on many occasions that I think a market-determined value for the dollar is in America’s interest. And I continue to feel that way.”...
Steno Research
312 Views
EUR Watch – The ECB Will Soon Reveal Their True Inflation Vs Growth Preferences
The ECB is likely going to hike tomorrow and even after the repricing this morning, we still see risk/reward favoring a bet on a hike. With the...
Steno Research
236 Views