SMBC · 1d
Institution
SMBC
★★★★☆Authority weight 0.85Public views · 30d 17rate · fx · equity · macro
Current Views
| Asset | Direction | Target | Updated |
|---|---|---|---|
| US 10Y Treasury | ▲ Bullish | — | 6d |
| US Dollar (DXY) | ▲ Bullish | — | 6d |
| S&P 500 | ▲ Bullish | — | 8d |
| NVIDIA | ▲ Bullish | — | 16d |
| Fed Policy | ◆ Neutral | — | 21d |
| US 2Y Treasury | ◆ Neutral | — | 27d |
| Inflation | ◆ Neutral | — | 27d |
Recent Research
SMBC · 5d
082826 Insufficient Inflation Progress
SMBC · 5d
jacksonhole
SMBC · 5d
US Rates Weekly 20260828
SMBC · 7d
082726 Pandemic Funding Cliffs Hitting Government Jobs
SMBC · 7d
082626 AI Buildout is Accelerating
SMBC · 8d
buybacks
SMBC · 8d
082526 The Consumer's Narrowing Margin of Safety
SMBC · 12d
US Rates Weekly 20260821
SMBC · 14d