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bullish
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Cross Asset Strategy
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22 Oct 2023 13:44
EM by EM #26: Biden, Blinken, Barrels & Beijing
Both Biden and Xi find themselves walking on thin ice as domestic economic challenges pose a significant challenge to their foreign...
Steno Research
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bullish
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Cross Asset Strategy
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22 Oct 2023 13:39
US Treasury Watch: An opportunity of a decade or still the pain trade?
Some much-needed bids provided relief to the bedrock treasury market last week, and yields eased off a bit. The relief was short-lived though, and...
Steno Research
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285 Views
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bearish
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Macroeconomics
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20 Oct 2023 16:06
The Weekly Market Monitor – Where’s the Plunge Protection Team?
China's National Team seems absent as Chinese stocks tumble, geopolitics take center stage, but still, Sentiment is not depressed enough.
Jeroen Blokland
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473 Views
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bullish
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Macroeconomics
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19 Oct 2023 09:32
5 Things We Watch: BoJ, JPY & CNY, Monetary trends, UST selloff & Biden’s visit in Israel
Welcome to this week’s edition of our weekly recurring ‘5 Things We Watch’. Which fool said macro was boring? Loads of moves to address but we’ve...
Steno Research
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270 Views
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bullish
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Macroeconomics
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16 Oct 2023 10:21
Steno Signals #69 – The recession playbook
Happy Sunday everyone and welcome to our flagship editorial!I will keep it short and sweet this week on my way to Mallorca! We have now formalized...
Steno Research
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381 Views
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