USD CPI Review – A slightly hawkish surprise
Conclusions up front: A hawkish CPI surprise, especially in the details. The FOMC can construct both a dovish and a hawkish narrative based on...
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Energy Cable #49: Ouch …..
Main take aways: Long utilities in Europe. OPEC looks like losing control with the market. SPR purchases could floor Oil markets here. Last week...
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Positioning Watch – Are markets ready for Powell Wednesday?
With Powell taking the stage on Wednesday, likely turning more hawkish in his rhetoric after weeks of financial conditions easing, we have had a...
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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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The Weekly Market Monitor – Oil & China Bear Markets, but Liquidity Saves the Day!
Investments highlighted: Oil, Gold, Copper, Commodities, Japanese Yen, Nikkei, Chinese equities, Hang Seng Index, Bitcoin, and US Treasuries.
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