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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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13 Jun 2024 09:27
US CPI Review – Admittedly a soft report, but NOT the new normal
The CPI report today was admittedly softer than our initial hawkish forecasts, with headline coming in unchanged at 0.0% MoM vs 0.1% expected...
Steno Research
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bullish
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S&P 500 INDEX
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12 Jun 2024 06:59
Weekly Compass - Mixed Signals, Reasons for Caution
The US dollar and 10-year yield are showing signs of reversal, impacting equity markets and sector leadership. Technology remains strong while...
Vermilion Research
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227 Views
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bearish
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Macroeconomics
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10 Jun 2024 09:38
Steno Signals #103: A blood-bath in metals in July!?
Happy Sunday from a windy Copenhagen!We’ve been yammering about the copper buildup on Chinese exchanges for months. Was it a strategic decision to...
Steno Research
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1.1k Views
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bullish
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Macroeconomics
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04 Jun 2024 10:03
The Week at A Glance: The comeback of the (growth and inflation) cycle
Welcome to our short and sweet weekly overview of key events, our expectations and how we position for them. On ISM Manufacturing (Monday)Our...
Steno Research
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373 Views
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bullish
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Macroeconomics
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03 Jun 2024 09:51
Steno Signals #102 – Bad inflation news everywhere
Happy Sunday and welcome to our weekly flagship editorial. The inflation progress has stalled, and it is not just a US phenomenon. It is spread to...
Steno Research
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1.3k Views
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