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5 Things We Watch – SOFR Probabilities, USDJPY, CNY Devaluation, IFO & Eurozone electricity
2024-04-24
Equities 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 ...Free Macro Nugget: EVs are sooo last year
2024-04-24Focus on electric vs combustion engine vehicles. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login hereTrade Alert: Buying the dip
2024-04-23We see reasons to bet on a reversion of the latest weakness across risk assets and have decided to buy the dip. To read the full article, sign up ...Positioning Watch – 0 Fed cuts is almost the most favored outcome in market pricing now
2024-04-23Option-implied probabilities derived from DEC2024 SOFR options show interesting dynamics in Fixed Income sentiment, where rates traders now almost see 0 cuts or even hikes as the most favored outcome ...Great Game: Despite New Aid, Ukraine will lose within 12 months. Plan Accordingly!
2024-04-23The US Congress has passed major new aid for Ukraine, but it might be to late. Here’s our assessment and thoughts on how you can prepare for when Ukraine losesEnergy Cable: Inflation starting to bite equities
2024-04-22The rise in energy prices, the USD wreckingball and the higher-for-longer narrative has finally reached equities, which seems to be taking a bit of a breather here. We take a ...
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 ...
