Other posts

NDR Fixed Income Allocation Strategy May 2024 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

More Big Bank Earnings, TSM Reports, December Retail Sales Ahead

BY TEMATICA
Plus our market recap from yesterday and a fresh pile of model signals Read more →

C8 Currency Compass – October 2024

BY JON WEBB
A strong start from Currency Compass last month, where we called for a 50bp Fed rate cut camp but noting our currency models point to EURUSD and GBPUSD weakness, so any bounce is a good opportunity to add EUR and GBP hedges.  Indeed it was, with EURUSD hitting 1.12 and GBPUSD 1.34 before falling back.  Stronger US data, in particular the employment report, helped cement this view, the chart below illustrates  how recent US data has pushed up the Atlanta Fed Q3 GDPNow forecast from 2% to above 3%. Read more →
Back to all posts →