The Week at a Glance – Is a 50bps Cut Good if Paired with Economic Weakness?
Markets are cheering for a 50bps Fed cut this week, but is it truly something to celebrate if it coincides with economic weakness? Lower rates are not always a positive for risk assets. To read the full article, sign up for a 14-day FREE trial of the The Macro...
Macro Nugget: More signs of Chinese disinflation!
Money supply in China hints at cold PPI numbers To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a member? Login...
Steno Signals #117 – 25bp equals mayhem, while 50bp equals panic?
The decision between a 25bp or 50bp rate hike is of utmost importance this week. In either case, it likely makes sense to continue leaning into Fixed Income, as markets are neglecting inflation and focusing solely on growth. To read the full article, sign up for a...
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