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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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414 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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235 Views
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bullish
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Macroeconomics
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23 Oct 2023 10:15
Steno Signals #70 – 10 Charts You NEED to Monitor in Global Macro
Happy Sunday from Mallorca and welcome to our weekly flagship editorial. The world of Macro never fails at keeping us busy and this week I reveal...
Steno Research
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391 Views
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bullish
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Cross Asset Strategy
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22 Oct 2023 15:49
Portfolio Watch: Time to consider (EUR) bonds?
“It’s not apparently about expectations of higher inflation. And it’s also not mainly about shorter term policy moves”Jerome PowellHello Everyone...
Steno Research
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284 Views
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bullish
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Macroeconomics
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22 Oct 2023 15:00
Positioning Watch: Shifting Gears without Panic
I sent Congress an urgent budget request to fund America’s national security needs to support our critical partners, including Israel and...
Steno Research
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