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bearish
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Cross Asset Strategy
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30 Oct 2023 21:43
Positioning Watch: Who Blinks First?
TLT inflows have been consistently positive for several months, indicating a strong trend. However, early investors find themselves in under...
Steno Research
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224 Views
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bearish
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Cross Asset Strategy
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30 Oct 2023 00:13
Steno Signals #71 – A First Taste of the Recession Sell-Off?
The biggest question to ask right now is whether the pandemic altered the geopolitical and- financial playing field to an extent that will allow...
Steno Research
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347 Views
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bullish
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Cross Asset Strategy
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28 Oct 2023 07:48
Portfolio Watch: Equities Running Out of Gas?
Front month Nat Gas has been on the move in the US despite relatively weak flow data, which is a strong harbinger of an improving underlying demand...
Steno Research
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446 Views
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bearish
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Cross Asset Strategy
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27 Oct 2023 07:19
Out of the Box #22: Higher for Longer, Yes. But Not What You Expect
Main points: The economic outlook is uncertain and Biden is spending like there is no tomorrow. Recession in 2024 remains our base case– The...
Steno Research
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418 Views
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bullish
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Macroeconomics
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26 Oct 2023 17:10
US Policy Watch: Speakership chaos and IRA explained
The U.S. House of Representatives woke up this morning to the 22nd day without a Speaker. 4 nominees have come and gone, and today it is junior...
Steno Research
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237 Views
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