Steno Signals #89: Major Twist to QE Upcoming?
Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...
210 Views
Portfolio Watch: What if We Add a Rate Cut to This Fire..
The cyclical rotation is slowly but slowly rolling and if central banks add rate cuts to this mix, we are staring directly into the melt...
312 Views
5 Things We Watch – Meeting Minutes, Cyclical Momentum, Natural Gas, Excess Retirements & China
The possibility of a comeback for both the manufacturing sector and inflationary pressures have reached the desks of macro enthusiasts, but...
212 Views
Macro Regime Indicator: Time to Embrace a New Economic Dawn?
The recent performance of the US economy prompts a reassessment of long-held market sentiments. As we witness an intersection of sturdy growth,...
249 Views
Bull Steepening Watch – Is Lower Yields Really What Risk Assets Want?
Let’s run through each asset class to see where to put your eggs if a bull-steepening of the yield curve continues into 2024.
468 Views