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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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19 Sep 2023 07:51
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...
Steno Research
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229 Views
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bearish
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Macroeconomics
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18 Sep 2023 07:57
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...
Steno Research
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225 Views
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bullish
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Macroeconomics
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06 Sep 2023 01:39
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...
Steno Research
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276 Views
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bearish
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Macroeconomics
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29 Aug 2023 09:52
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...
Steno Research
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202 Views
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bullish
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Cross Asset Strategy
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27 Aug 2023 22:11
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...
Steno Research
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241 Views
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