The Week At A Glance: It’s getting hot in here! CPI week..
Welcome to the weekly “The week at a glance” publication where we look at the key figures during the week ahead and how to trade them. We have...
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Steno Signals #99 – Freddie Mac gearing up to unleash trillions for consumption?
Last week we learned that the so-called “excess savings pool” from the pandemic had vanished into thin air in the US, or rather that personal...
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Portfolio Watch: Reflation is back!
We were honestly puzzled by the weakness in Manufacturing PMIs in April as our models pointed in the other direction. The timely data delivered by...
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Macro Regime Indicator May – UP UP UP!
Welcome to our monthly flagship asset allocation analysis – the “Macro Regime Indicator”. Coming into April, we wrote that “The macro environment...
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5 Things We Watch – Risk assets, US CPI, Liquidity, FTSE/GBP & Asian FX
Hello everyone, and welcome to our weekly ‘5 Things We Watch’, where we boil down 5 of the things we keep an eye out for, in a short and concise...
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