Steno Signals #71 – A first taste of the recession sell-off?
The developments in the Middle East have refueled the recession fears and markets are getting concerned due to the spike in term premiums. Is this a first taste of the recession sell-off coming? Here is how we deal with it. To read the full article, sign up for a...
EM by EM #27 Not a Bazooka, but a Pumpgun
The long awaited stimulus package is here! But it is anything but overwhelming… Read our takeaways here To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a member? Login...
5 Things We Watch – Central Bank Outlook, USDJPY, Natural Gas, Credit & Liquidity
USDJPY will probably be THE pair to watch, as a break of the 150 handle will be catastrophic for risk sentiment and the path for BoJ. Read what else to look out for in global macro in our 5 things to watch. To read the full article, sign up for a 14-day FREE trial of...
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