


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. You need to login or sign up to one of our...
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 You need to login or sign up to one of our member plans to see this....
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. You need to login or sign up to one of our member plans to...
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