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US Treasury (10 Yr Generic) (GT10 GOVT)
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bullish
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Macroeconomics
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15 Feb 2024 10:19
EM by EM #43: Rand’s Reckoning?
Just as the markets were speculating about which spring month would see the first Fed rate cut of the cycle, a surprisingly high CPI report from...
Steno Research
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229 Views
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bullish
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Cross Asset Strategy
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06 Dec 2023 14:29
Taking the Bitcoin Halvings Out of Isolation
Taking an in-depth look at previous Bitcoin halvings by taking them out of isolation by adding economic and market circumstances: Why Spot Bitcoin...
Jeroen Blokland
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274 Views
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bearish
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Macroeconomics
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18 Sep 2023 10:27
Steno Signals #65 – The 4 things that worries me the most in global macro right now
I have four major worries around the current macro setup. The long consensus in bond positioning is worrisome paired with rising energy prices
Steno Research
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278 Views
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bearish
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Cross Asset Strategy
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21 Aug 2023 13:10
Positioning Watch: Is Anyone Even Invested in China at This Stage?
We hope you have enjoyed our China Week coverage with extensive analysis on the ongoing malaise in Chinese Real Estate. Positioning in CNY markets...
Steno Research
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276 Views
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bearish
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Cross Asset Strategy
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14 Nov 2021 18:43
A Wonkish Warning From Bonds For 2022
Equity investors are ignoring the warning message from World government bond markets for 2022. A steep front-end and flatter back-end of the term...
Michael J. Howell
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626 Views
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