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US Treasury (10 Yr Generic) (GT10 GOVT)
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bullish
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Cross Asset Strategy
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14 Nov 2023 22:47
US CPI Reaction Nugget: Further Fuel for the Market Rally
We just had the October inflation data from the US, and our projections were spot on. 0% MoM and 3.23% YoY, is a sign of successful cooling but...
Steno Research
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223 Views
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bullish
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Cross Asset Strategy
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14 Nov 2023 21:28
Great Game – 3 Reasons Why Trump Will Win – And 1 Reason He Won’t
This week saw the release of a major New York Times/Siena Poll of the 2024 Presidential Election – and some of the results were outright shocking.
Steno Research
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213 Views
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bearish
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Cross Asset Strategy
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12 Nov 2023 21:34
Steno Signals #73 – An Abysmal Impulse for 2024
The credit impulse for 2024 looks abysmal; Rates volatility is likely going to rise sharply again; Equities still look (too) expensive on most...
Steno Research
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314 Views
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bullish
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Macroeconomics
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10 Nov 2023 07:29
Out of the Box #23: Why the Treasury undershoots actual issuance needs
Main takeaways:The recent bond-relief onset by the QRA needs risk-off sentiment to be sustained. If not we may well see further pain coming into...
Steno Research
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345 Views
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bullish
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iShares Russell 2000 ETF
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08 Nov 2023 03:33
Just Another Counter-Trend Rally, or Something More? DXY and Treasury Yields Breaking Key Supports
Just Another Counter-Trend Rally, or Something More?; $DXY and Treasury Yields $TNX $TYX Breaking Key Supports, several other reasons why we...
Vermilion Research
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318 Views
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