Central Bank Watch: 5 charts on the Central Bank bonanza week!
It is a big central bank week with the FOMC meeting concluding on Wednesday, while four of the bigger European central banks report/decide on...
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Positioning Watch: Energy is not (yet) a consensus
Over the past week we received the monthly Fund Manager survey suggesting that UK and Europe are now (clearly) underweight relative to benchmark...
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Asset Allocation Watch: Still early innings for US cyclicals?
Each month, we offer our best assessment of the current and coming month’s macroeconomic conditions and weigh risks against reward – using both...
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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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