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bullish
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Cross Asset Strategy
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22 Jul 2024 09:18
Steno Signals #109 – What if We Are All Wrong on Liquidity, Rates and Commodities?
I am going to address three main topics of concern for investors given the current conflicting signals from the US economy.
Steno Research
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1.3k Views
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bullish
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Cross Asset Strategy
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20 Jul 2024 04:00
Portfolio Watch: Here Comes the Metals Meltdown...
After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.
Steno Research
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30 Views
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bullish
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Cross Asset Strategy
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17 Jul 2024 16:03
Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade
Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.
Steno Research
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211 Views
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bullish
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Cross Asset Strategy
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16 Jul 2024 09:47
Energy Cable: Copper Prices Are Too High!
This week, we will take a look at copper, which has rebounded in July, and also discuss freight rates, where calmer weather at the Cape of Good...
Steno Research
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199 Views
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bearish
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Macroeconomics
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26 Jun 2024 09:43
Inflation Watch: What if the Cyclical Prices Are Not Truly Tamed? Lessons from Canada and Sweden
If you know me, you know I have a thing for charts, especially those showing momentum in the macro cycle. Forget nominal levels; it’s the rate of...
Steno Research
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1.1k Views
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