Steno Signals #127 – We need a bit of bad news for liquidity to improve
Liquidity trends remain tighter than anticipated, primarily affecting government bond and repo markets. The current market frenzy actually needs a bit of bad news to provide the liquidity boost required to take the next step. To read the full article, sign up for a...
Macro Nugget: Is the green dream slowly dying?
In the UK, cold temperatures and a lack of wind have contributed to rising electricity prices. Since 2022, the ongoing green transition has revealed its challenges. If politicians around the globe want to secure public support for their net-zero goals, burdening...
The Drill: Commodities post Trump election
This week’s The Drill looks at commodities post Trump election where calmness has started to ensure as risks were too greatly priced. 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?...
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