The week at a Glance – The cleanest shirt in the dirty laundry
Happy Monday from Copenhagen. Our nowcasts of the US economy have proven useful in predicting the direction of incoming macro releases over the...
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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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China Watch: Time to play briefing bingo again..
Welcome to our China Watch series, where we look at the Chinese case through the lens of Western investors. Tomorrow, we will have another...
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