US Employment Data Confirms a Weakening Economy
The December US Employment report reveals a bleaker outlook with a significant loss of full-time jobs and a low creation rate of new full-time...
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Thinking About, Thinking About Central Banks ... And Liquidity
US Fed has been a key culprit in keeping liquidity conditions too tight, too long. 2024 will see major ease from US policy-makers. Global Liquidity...
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Five Things We Watch For In 2024
The thing to watch is probably employment numbers and once the labor markets start turning bad, expect CBs to cut in a hurry (especially if it is...
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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.
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Steno Signals #77 – Oil Demand Is ALL TIME HIGH
Happy Sunday and welcome to our weekly flagship editorial from Steno Research. It has been an incredibly odd week in the economic calendar and our...
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