Steno Signals #59 – When it rains on Janet Yellen, it pours!
The Bank of Japan has fueled a global curve steepening and the US Treasury is forced to emphasize the trend with substantial ramifications for liquidity, rates, FX and equities. Here is how we play it! To read the full article, sign up for a 14-day FREE trial of the...
EM BY EM #15 – Ecuador General Election as a catalyst?
Plenty of bets in LatAm carry trades unwound this week on the back of BoJ YCC tweak. But perhaps the LatAmsphere has a USD winner short term? To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a...
5 things we watch: Downgrades, Cyclicals, Oil, JGBs and GDP/GDI
The US credit rating downgrade is making the rounds, but is it even relevant? We take a look at the empirical data alongside updates on the five things we watch currently in global macro. To read the full article, sign up for a 14-day FREE trial of the The Macro...
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