UK Watch – Are UK assets a go or a nogo?
Conclusions upfront: Stagnation is almost a certainty, while stagflation might only be a reality when looking at core CPIGBP looks like a short...
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Portfolio Watch: Manufacturing versus Services
Welcome to our weekly Portfolio Update. We have had a great week as 1) Energy continues to outperform more labor-intensive sectors, while the USD...
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Rates Watch: Anything Weak Enough to Receive?
It’s been an ongoing struggle to be on the receiving end of rates for a couple of years and we generally find the rule of thumb to be the...
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M1 Nugget: European money growth = ouch!
We track money growth notoriously at Steno Research and use the growth of money as a forward-looking guiding star for asset allocation. We just...
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Positioning Watch: Has the August Pain Weakened the Bulls?
Here, we’re all about diving into market positioning to uncover some exciting insights about the bigger picture. As always, we’ll be digging into...
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