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US Treasury (10 Yr Generic) (GT10 GOVT)
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bearish
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Macroeconomics
•
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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467 Views
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bullish
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Macroeconomics
•
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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479 Views
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bullish
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Cross Asset Strategy
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05 Oct 2023 14:04
Real Rates Above 2%? Buy Bonds and Sell Equities
Using a small data sample, as elevated real yields have become increasingly scarce, US 10-year real yields of 2% or more favor Treasuries over...
Jeroen Blokland
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533 Views
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bullish
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Macroeconomics
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03 Oct 2023 16:12
Great Game: McCarthy blinked first
On a tension-filled Saturday, a mere three hours away from a government shutdown, the US Senate passed a continuing resolution ensuring the wheels...
Steno Research
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263 Views
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bearish
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EURO STOXX 50 Price EUR
•
30 Sep 2023 00:05
Supports Starting to Break; Upgrading Non-U.S. Small-Caps to Overweight; Transports/Comm/HC Buys
Support levels on global indexes (EURO STOXX 50, $ACWX, $EFA) beginning to break as $DXY and 10-year Treasury yield $TNX break above $105.70 and...
Vermilion Research
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427 Views
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