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The Japanese yen is the official currency of Japan.
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bullish
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Macroeconomics
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09 May 2024 04:36
5 Things We Watch – Risk assets, US CPI, Liquidity, FTSE/GBP & Asian FX
Hello everyone, and welcome to our weekly ‘5 Things We Watch’, where we boil down 5 of the things we keep an eye out for, in a short and concise...
Steno Research
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199 Views
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bullish
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Macroeconomics
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07 May 2024 09:21
The week at a glance: A couple of central bank surprises on the cards?
Welcome to “The Week At A Glance”. Everything you need to know about the key figures in the week ahead and how we trade them. This week we focus...
Steno Research
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177 Views
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bullish
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Macroeconomics
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06 May 2024 09:25
Steno Signals #98 – The recession panic is back right as liquidity is returning!
Happy Sunday from a wet Copenhagen!Let me just admit to it upfront. Last week didn’t play out according to my macro thesis. The US cycle suddenly...
Steno Research
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240 Views
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bullish
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Macroeconomics
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06 May 2024 09:23
Portfolio Watch – Time for liquidity bets
Hello everyone, and welcome back to our weekly portfolio watch. A slightly positive week for our macro portfolio, which after a couple of days of...
Steno Research
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1.1k Views
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bullish
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Cross Asset Strategy
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05 May 2024 07:35
2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 2
Since we published this piece, The HSI is up 12%, the HSCEI is up 16% and the HSCCI is up 17%. Since January's bottom, when we reiterated BUY,...
Rikki Malik
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