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US Treasury (10 Yr Generic) (GT10 GOVT)
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bearish
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Macroeconomics
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07 Nov 2023 08:01
Credit Watch: The Worst Is Behind Us in the SLOOS, But…
The quarterly SLOOS survey from the Fed was released a bit more than an hour ago and the results resemble the quarterly credit surveys from Japan...
Steno Research
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365 Views
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bullish
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Cross Asset Strategy
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06 Nov 2023 19:50
Positioning Watch: Prepared for a Short Squeeze?
We’re here again on this fine Monday, ready to delve into our take on the market’s current temperature based on the latest Positioning and CFTC data.
Steno Research
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236 Views
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bullish
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Cross Asset Strategy
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05 Nov 2023 22:40
Steno Signals #72 – When a Recession Meets a Melt-Up in Equities and Bonds
The BoJ no longer has a firm guidance towards higher 10yr bond yields, the Fed accepted higher long bond yields as an excuse to pause and economic...
Steno Research
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335 Views
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bullish
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Cross Asset Strategy
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04 Nov 2023 07:43
Portfolio Watch: November Bear Market Rally?
As I am sure you are aware we have been awaiting the exact market move we have seen this week: The long end of the UST curve catching a breather...
Steno Research
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469 Views
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bullish
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Cross Asset Strategy
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03 Nov 2023 08:27
EM by EM #28 The Truth Hidden in Plain Sight
Persistent concerns surround China’s economic challenges, casting doubt on the sufficiency of the stimulus package, and financial fragility remains...
Steno Research
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450 Views
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