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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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13 Oct 2023 09:52
CPI Reaction Watch: Cementing a hike in November/December?
September’s CPI numbers just dropped with a small surprise in the headline, coming in at 0.4% vs 0.3% expected (3.7% YoY vs 3.6% expected), while...
Steno Research
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423 Views
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bullish
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Macroeconomics
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12 Oct 2023 09:29
5 Things We Watch: Recession, Gasoline, Temperatures, Geopolitics and Portfolio
This week we are watching out for the following 5 topics within global macro: Recession, Gasoline, Temperatures, Geopolitics, Portfolio.
Steno Research
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287 Views
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bullish
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Macroeconomics
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12 Oct 2023 09:21
CPI watch: 6 charts on a soft’ish inflation report
The CPI report is like to surprise on the dovish side. Especially used cars and transportation services will surprise on the low side. The Fed is...
Steno Research
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330 Views
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bullish
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Macroeconomics
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11 Oct 2023 09:45
Macro Nugget: Fluctuations and the Perception of Gravity
The central banks that accurately anticipated the post-inflation wave, or perhaps didn’t underestimate its magnitude, were those in...
Steno Research
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237 Views
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bearish
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Macroeconomics
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11 Oct 2023 09:22
Recession Playbook: Here is how we think the recession will pan out
We have refrained from taking a decisive stance on the recession timing through the year and have generally had the view that recession risks (for...
Steno Research
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731 Views
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