We suspect that the market will care more about QT tapering than the exact timing of the first rate cut from the Fed, allowing for a decently dovish take-away from the meeting today.
G3 Watch: Timing the first rate cut
The first rate cut is a timing question from both the Fed, the ECB and the BoE now. How do we trade the first cut and why are seasonality issues important to bear in mind? Read along here.
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5 Things We Watch – Fed, BoE, Energy, GDI/GDP & BoJ
With Central Bank rate decisions taking headlines this week, we have a look at the 5 things we watch in global macro, and give you our take on FOMC, BoE and more.
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UK Watch – Are UK assets a go or a nogo?
The UK has received some attention throughout the current economic cycle as they try to combat weakening growth together with inflation way above BoE’s target. Is now the time to buy UK assets, or is it still a nogo? We’ve run the numbers.
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Steno Signals #19 – 1, 2, 3, Central bank panic
Is BoE the patient zero in the fight against bond vigilantes? More panic could be upcoming from other central banks soon as real rates are shooting for the stars
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