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Steno Signals #97 – 5 reasons why the CNY will be devalued next week and how to trade it
2024-04-28The list of triggers for a material devaluation of the CNY keeps getting longer and action is probably imminent. The question is how markets will react to such an event ...Portfolio Watch: No respite for Asian FX.. How to deal with it?
2024-04-27The accelerating USD vs Asian FX trends will impact markets across assets into next week. What’s cheap and what’s expensive if the CNY is getting devalued in the coming weeks? ...Crypto Moves #25 – Ethereum Restaking: Potential is Not Risk-Free
2024-04-26Restaking of Ether, with initiatives like EigenLayer, has the potential to significantly enhance Ethereum, benefiting holders, stakers, developers, and the broader ecosystem. However, these benefits are not without their drawbacks. ...EUR-flation Watch: April is hot (in inflation terms)
2024-04-26There are signs of a mild re-acceleration of inflation trends in Europe relative to last year, which will see YoY inflation trends rising again. There are generally risks to the ...Ifo Nugget: Confirmed.. The only inflation you’ll get in Germany is supply driven
2024-04-26The full Ifo report just landed which means another quick Ifo Nugget with the most important charts from this month’s German activity numbers, which overall came in weak. Let’s dive ...5 Things We Watch – SOFR Probabilities, USDJPY, CNY Devaluation, IFO & Eurozone electricity
2024-04-24Equities are back to winning ways, while USD rates traders agree on 0 cuts this year being a probable scenario. Meanwhile, China is likely preparing for a devaluation of the ...
Something for your Espresso: Bye bye, 155…
2024-04-25The pressure is mounting in USD vs Asian FX and if the BoJ disappoints JPY bulls, the PBoC action is probably imminent. The main culprit remains the USD side of ...Something For Your Espresso: The higher for longer ghost is crawling back..
2024-04-24Equities are back on track amidst rates traders agreeing on 0 Fed cuts being increasingly more likely. Our short and sweet morning post here. To read the full article, sign up ...Something for your espresso: Equities to reverse the trend?
2024-04-23Busy week in macro spiced up by reporting season. Will earnings provide some awaited relief for equities. We tend to think so. To read the full article, sign up for ...