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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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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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475 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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272 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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385 Views
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bullish
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Macroeconomics
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16 Oct 2023 09:16
Portfolio Watch: The Art of Resisting Panic
The world has seen significant changes since the last release of Portfolio Watch, marked by the tragic events in the Middle East.
Steno Research
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295 Views
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bullish
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Macroeconomics
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16 Oct 2023 09:11
Rates Watch: Are we all still chasing that cutting cycle too early?
In light of the firmer than expected CPI report from the US, we have re-visited our curve views across major currencies. We find the following to...
Steno Research
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299 Views
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