Steno Signals #94 – Trading the FAKE business cycle
Happy Sunday and welcome to our flagship editorial!The fake business cycle strikes again. In 2022/2023, the market was lured into the recession...
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Portfolio Watch: The Real World Is Reflating Again
Welcome to this week’s rundown of our portfolio, its performance, and our most clear-cut conviction for the period ahead. The cocktail of better...
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Scandi Watch: More NOK Liquidity Coming, but with Positive FX Spot Effects?
Norway is currently considering a set of financial proposals that could significantly impact its currency and overall money market...
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Emerging Markets: Legs to the Korea case or time to cash in?
We see growth trending higher in the cyclical parts of the economy through April on our models and nowcasts, and Korean industries are...
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Positioning Watch – Steepener bets back on?
Hello everyone, and welcome back to our weekly positioning watch! Hope you all had a great time off during the Easter break. The market narrative...
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