What is the USD outlook given current liquidity gauges and economic conditions around the globe, you ask? Well that is why we have the Dollar O’Meter where we’ll look at the USD through different lenses.
Something for your Espresso: ”Inflation has peaked”
It is safe to say by now that Powell has been a key person behind orchestrating the coordinated global central bank message of “peak inflation”. The bar is VERY high to price the Fed more aggressively than now.
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5 Things We Watch: APAC-inflation, The New BoJ Governor, US Wages, Green Shoots and Natural Gas
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!
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Something with your Espresso: Even the Tesla is alive again
Today is a big day for the “rebound bet” as PMIs are out in Europe and in the US. We understand why markets expect a rebound in activity but find the risk/reward lackluster in betting on it.
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Steno Signals #29 – Get ready for a historic EUR curve inversion
Is the EUR swap market prepared for what’s coming in 2023? We find that the market is yet to understand how hawkish Lagarde intends on being in Q1/Q2. Here is what our models tell us…
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