Steno Signals #92 – The head fake reflation?
It is always lovely to get back on the road and meet a load of fund managers, and it is nice to see that a few reflation skepticals are still found...
269 Views
Portfolio Watch: Data green-lighting continued rally – cautious metals however
Our early conviction in pro-cyclical trends keeps getting confirmed. Initially, our nowcast indicator for China signaled a positive outlook
203 Views
5 Things We Watch: BoJ, Germany, Commodities, Canada, Inflation
This week we are looking at the BoJ hiking rates for the first time since 2007 and its effects on the Japanese economy. Afterwards we will have a...
236 Views
Energy Cable #61: Commodities are breaking out #2!
Last week we wrote about the price action in commodities and the week ended in some strong gains across the space. Our portfolio remains tilted...
221 Views
Steno Signals #91 – No more recessions ever!?
Happy Sunday from Sunny Copenhagen and welcome to our flagship editorial! Is the business cycle dead? It is a fair question to ask after what...
275 Views