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US Treasury (10 Yr Generic) (GT10 GOVT)
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bullish
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Macroeconomics
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09 Oct 2023 20:52
Macro Nugget: How do markets react to turmoil in Gaza/Israel?
We have taken a look at the data over the course of the last five stand-offs between Israel and Hamas/Palestine on the back of the atrocious...
Steno Research
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269 Views
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bullish
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Macroeconomics
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09 Oct 2023 16:14
Steno Signals #68: There is NOT enough buyers for bonds amidst all this
A deal between the US/Israel and Saudi Arabia seems off the table after this weekend. Oil markets are physically tight still, but there are some...
Steno Research
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303 Views
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bearish
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Macroeconomics
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09 Oct 2023 15:29
EM by EM #24 Tightening the noose on EM
This week’s standout story has undeniably been the startling EIA report from the US. Unless we receive a substantial revision or information that...
Steno Research
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249 Views
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bearish
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Macroeconomics
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06 Oct 2023 09:43
Recession Nugget: 4 Charts for the Equity Bears, 1 Chart for the Bulls!
Takeaways: Yield curve looks prone to make equities pukeReal economic data looks weak as well Jobs still strong lending support Let’s start by...
Steno Research
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470 Views
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bullish
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Macroeconomics
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06 Oct 2023 09:40
Macro Regime Model: Inflation down while growth is on the up?
Every month, we present our best evaluation of the present and approaching month’s macroeconomic conditions, balancing risks and rewards. We put...
Steno Research
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481 Views
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