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bullish
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Macroeconomics
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13 May 2024 10:17
Steno Signals #99 – Freddie Mac gearing up to unleash trillions for consumption?
Last week we learned that the so-called “excess savings pool” from the pandemic had vanished into thin air in the US, or rather that personal...
Steno Research
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bullish
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Macroeconomics
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06 May 2024 09:25
Steno Signals #98 – The recession panic is back right as liquidity is returning!
Happy Sunday from a wet Copenhagen!Let me just admit to it upfront. Last week didn’t play out according to my macro thesis. The US cycle suddenly...
Steno Research
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bullish
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Macroeconomics
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06 May 2024 09:23
Portfolio Watch – Time for liquidity bets
Hello everyone, and welcome back to our weekly portfolio watch. A slightly positive week for our macro portfolio, which after a couple of days of...
Steno Research
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bullish
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Macroeconomics
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02 May 2024 12:15
5 Things We Watch Ahead of the FOMC Meeting
Today’s ‘5 Things We Watch’ will center around tonight’s FOMC meeting, which will not be any surprise to markets looking at the interest rate...
Steno Research
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Macroeconomics
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30 Apr 2024 10:26
The Week At A Glance: ISMs, NFP, FOMC & QRA to put even more pressure on USD rates?
Event 1 (Mon/Wed): A QRA nothing burger? The QRA announcement will be released in a few hours (on Monday) while the issuance details will be...
Steno Research
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