We see downside risks to the ECBs growth-, wage and inflation forecast for Q1. Is a March cut in play? Or is the market right that they will have to take another dovish step in March before cutting in April?
Steno Signals #56 – The business cycle that everyone misunderstood! Here is why..
Positioning and price patterns reveal that the pain trade is higher rates- and higher equities, while the recession is slowly but surely being called off by the consensus. Here are four reasons why everyone misunderstood the recession risk and why it is still alive…
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