How closely tied is the USD outlook to the liquidity outlook and what does it mean for the USD barometer going forward?
Asset Allocation Watch – How to exactly position for USD weakness?
Last week we released our first edition of the ‘Dollar O’ Meter’ which sat out to probe the USD and its relative strength (or weakness). Without giving too much away, we find conviction that further weakness in the USD is up ahead in the next few months. If we are correct, how should one then position for such a circumstance?
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Inflation Watch – Further downside to US CPI consensus
It is now that time of month again. As economists anxiously await the coming CPI-print, we will in this ‘preview’ turn to our charts in an effort to align expectations according to select indicators.
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Steno Signals #26 – Stealth QE through the back door?
Is it really a possible scenario that the Fed will do stealth-QE by summer 2023? And are equities still a sell based on USD liquidity plumbing? Get the answers here!
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Steno Signals #10 – How to position for a landslide in PMIs?
What happens in markets when the ISM Manufacturing index drops below 50 over the next quarter? We have looked across all assets with interesting findings.
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