Steno Signals #73 – An Abysmal Impulse for 2024
The credit impulse for 2024 looks abysmal; Rates volatility is likely going to rise sharply again; Equities still look (too) expensive on most...
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Great Game – 3 Key Predictions for the Ukraine War in 2024
Will Ukraine hold presidential elections next year and what about that Zaluzhny interview? The Ukrainian summer offensive has been an almost...
232 Views
EUR Inflation Watch: A Dovish Surprise in the Making
We received the first inflation evidence from the Euro area already earlier today as the German regional office inBrandenburg released the...
313 Views
The Market Leaders Hiding in Plain Sight
The long-term structure of global markets is seeing a loss of leadership by U.S. equities and emerging new leadership in Europe.
271 Views
The Biggest Macro Risk You Might Be Ignoring
Investing is all about probabilities: all you need to do is assess the chances markets are assigning to different scenarios today and anticipate...
362 Views