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...
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Portfolio Watch: Staying Afloat in a Storm of Uncertainty
Hello everyone, and welcome back to our weekly Portfolio Watch, where we dive into the latest market trends and candidly assess our portfolioAll...
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EM by EM #29: Biden’s Party, EM’s Hangover & Scholz’s Nightmare
Here at Steno Research, our primary concern has been growth rather than inflation since around the end of H1. While this divergence is gradually...
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The Weekly Market Monitor – Did Powell Kill the Bear?
Start your week in financial markets with last week’s biggest stories! The Weekly Market Monitor will take you through the biggest charts and events.
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China Stimulus Update – Centralization of Debt Still Means MORE Debt!
China just can't get a break. The Caixin Manufacturing PMI fell below 50 again in October, while the Services PMI is stuck just above that...
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