Steno Signals #107 – The 3 indicators you NEED to watch on recession risks
Happy Sunday and welcome to our flagship editorial!The ISM Services report admittedly made for recessionary reading, and it is not because we have...
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Macro Regime Indicator – Growth is the dark horse in July..
Coming into June, we wrote that the biggest “risk” was that we moved towards a goldilocks scenario. While our portfolio returns have mostly...
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Japan Watch – Why BoJ Will NOT Intervene Anytime Soon
Recently, numerous JPY pairs have breached the levels where the BoJ / MoF intervened in April/May, prompting markets to wonder if (and when)...
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EM Watch: A Chinese tale of two very different realities
Welcome to our weekly EM Watch series, where we focus on the diverging economic trends in China, where local consumption seems to be on the floor,...
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Steno Signals #106 – The cycle is improving. Not weakening.
We spent most of last week examining cycle leads and lags as we continue to observe solid signs of re-acceleration in economies with low duration...
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