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China Treasury (CHINA GOVT)
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bullish
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Macroeconomics
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11 Dec 2023 09:47
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Syndicated
China Aggregate Finance Under the Hood
Xi-Biden Summit: Geopolitical Tensions Easing, But Underlying Issues Remain. The Xi-Biden summit has led to a perception of easing geopolitical...
Untying The Gordian Knot
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282 Views
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bullish
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Macroeconomics
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07 Dec 2023 18:56
Macro Regime Indicator: What Technically Rising Liquidity Means for Your Portfolio
For December, we see rising liquidity due to rallying treasuries and rising SOFR-Fed futures spreads, consequently depleting the ON RRP faster than...
Steno Research
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379 Views
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bullish
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Cross Asset Strategy
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23 Nov 2023 14:49
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Syndicated
CX Daily: Five Things to Know About China’s Unusual Sovereign Bond Issue
Bonds / Five things to know about China’s unusual sovereign bond issue The Chinese government took a rare and unexpected decision in October to...
Caixin Global
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258 Views
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bullish
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Macroeconomics
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17 Nov 2023 17:59
EM by EM #30 Pick-up from King Carry?
After a prolonged saga of stimulus negotiations and the expenditure of countless man-hours in preparation, it is evident that the Chinese stimulus...
Steno Research
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428 Views
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bearish
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Cross Asset Strategy
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12 Nov 2023 21:34
Steno Signals #73 – An Abysmal Impulse for 2024
The credit impulse for 2024 looks abysmal; Rates volatility is likely going to rise sharply again; Equities still look (too) expensive on most...
Steno Research
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317 Views
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