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USD’O’Meter #3 –  Continued USD weakening ahead based on our probability weighted models

USD’O’Meter #3 – Continued USD weakening ahead based on our probability weighted models

Feb 20, 2023 | Watch Series

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”

Something for your Espresso: ”Inflation has peaked”

Feb 8, 2023 | Daily Post

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

5 Things We Watch: APAC-inflation, The New BoJ Governor, US Wages, Green Shoots and Natural Gas

Jan 25, 2023 | Watch Series

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 for your Espresso: ”Inflation has peaked”

Something with your Espresso: Even the Tesla is alive again

Jan 24, 2023 | Daily Post

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

Steno Signals #29 – Get ready for a historic EUR curve inversion

Jan 5, 2023 | Steno Signals

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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