


5 things we watch: Bank of Japan, the falling USD, Dr Copper, the ON RRP and China vs. India
Every Wednesday our Head of Research, Andreas Steno, goes through the 5 most important themes/charts in global macro right now and how we assess them. Enjoy! You need to login or sign up to one of our member plans to see this....
Bond Watch – Kuroda the rug-puller.. What is priced in for BoJ?
It is a BIG week in Japanese central bank history with widespread speculation of another increase to the trading range of 10yr JGBs in the yield curve control program. More than 35 bps are priced in, but will BoJ fail to deliver? You need to login or sign up to one of...
Steno Signals #31 – The recession that EVERYONE agrees upon
Everyone agrees that a recession will hit this year, but will the Chinese reopening wreak havoc with the very uniform positioning across assets? Our flagship editorial Steno Signals is out every Sunday at 14 CET / 08 ET You need to login or sign up to one of our...
Recent Comments