EUR-flation Watch: April is hot (in inflation terms)
Welcome to our now-cast series on EUR-flation. We have been banging the drum on dovish surprises in the Euro area for a while, but there are signs...
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5 Things We Watch – SOFR Probabilities, USDJPY, CNY Devaluation, IFO & Eurozone electricity
Welcome to our weekly ‘5 Things We Watch’, where we as always zoom in on 5 of the things we look out for in global macro. The battleground in...
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Positioning Watch – 0 Fed cuts is almost the most favored outcome in market pricing now
Hello everyone, and welcome back to our weekly positioning watch, where we as usual will dive into positioning and sentiment data to provide you...
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The week at a glance: Time for the BoJ to step up, while soft PCE numbers may fool some..
Welcome to our weekly “the week at a glance” publication where we dissect the most important central bank meetings and key figure releases in a...
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Steno Signals #96 – A major devaluation of the CNY could be imminent
Happy Sunday and welcome to our flagship editorial! Remember that I will be in Singapore most of next week. Please reach out if you are Singapore...
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