Portfolio Watch: Be our guest to jump the great rotation bandwagon
What a week in markets after the uber-dovish inflation print yesterday, which saw huge rotation within the equity markets as well as action in...
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Thinking About, Thinking About Central Banks ... And Liquidity
US Fed has been a key culprit in keeping liquidity conditions too tight, too long. 2024 will see major ease from US policy-makers. Global Liquidity...
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Five Things We Watch For In 2024
The thing to watch is probably employment numbers and once the labor markets start turning bad, expect CBs to cut in a hurry (especially if it is...
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Steno Signals #77 – Oil Demand Is ALL TIME HIGH
Happy Sunday and welcome to our weekly flagship editorial from Steno Research. It has been an incredibly odd week in the economic calendar and our...
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Through the Fire - Will the Rubber Meet the Road?
Crypto prices are following expected trends, but face short-term risks like stagnant liquidity and further financial tightening. We view downside...
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