Portfolio Watch: Anyone Still in Doubt of the US Superiority?
Avid readers of our research have likely noted how we have mentioned the US macro superiority to the Euro area in right about every single article...
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The Weekly Market Monitor – Valuation Woes and Currency Moves
Apple erasing USD 200 billion in market cap on marginally negative news confirms (US) Equities are priced for perfection.
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Out of the Box #17 How would US exceptionalism flip the table for the RoW?
US exceptionalism and shifting trade patterns benefit near-shoring names and commodity suppliers. The US policy goal is essentially...
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M1 Nugget: European money growth = ouch!
We track money growth notoriously at Steno Research and use the growth of money as a forward-looking guiding star for asset allocation. We just...
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Portfolio Watch: Waiting for Godot, Powell and 7.30
We have added a few Europe skeptical bets to our portfolio lately with short GBP/USD and EUR/KRW based on the logic that the Asian malaise will...
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