USD CPI Review – A slightly hawkish surprise
Conclusions up front: A hawkish CPI surprise, especially in the details. The FOMC can construct both a dovish and a hawkish narrative based on...
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US Rates Nugget: More stagflation confusion from the NFIB
As per usual, we get some of the most interesting early evidence on inflation already ahead of the monthly CPI report with the release of the NFIB...
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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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The Weekly Market Monitor – Oil & China Bear Markets, but Liquidity Saves the Day!
Investments highlighted: Oil, Gold, Copper, Commodities, Japanese Yen, Nikkei, Chinese equities, Hang Seng Index, Bitcoin, and US Treasuries.
544 Views
Macro Regime Indicator: What Technically Rising Liquidity Means for Your Portfolio
For December, we see rising liquidity due to rallying treasuries and rising SOFR-Fed futures spreads, consequently depleting the ON RRP faster than...
378 Views