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bearish
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Cross Asset Strategy
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21 Aug 2023 10:13
Steno Signals #61 – The End of China as We Know It?
Everyone seems to have been occupied with Chinese doom-mongering over the past week as the malaise in the Real Estate sector is now out in the open...
Steno Research
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288 Views
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bullish
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Cross Asset Strategy
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14 Aug 2023 08:30
Portfolio Watch: Navigating Crossroads
We delve into the performance of our portfolio and take a close look at the ever-changing landscape of financial markets.
Steno Research
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187 Views
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bearish
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Cross Asset Strategy
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13 Aug 2023 17:52
Positioning Watch – The Chinese Disappointment Is Written All over the Latest Positioning
Weekends provide the perfect opportunity to review the market’s performance over the past week – and this week has again been full of volatility...
Steno Research
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255 Views
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bullish
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Macroeconomics
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10 Aug 2023 03:27
5 Things We Watch – Fed Overtightening, Curve Steepening, US CPI, BoJ & China
Welcome back to our Wednesday series where we take you through the world of global macro and what to look out for going forward. With US CPI being...
Steno Research
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212 Views
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bullish
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Cross Asset Strategy
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07 Aug 2023 09:35
Positioning Watch: From Japan with Love
As always, we are here to take you through the relevant positioning data that we have gathered throughout the week. This week marked the first...
Steno Research
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274 Views
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