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bullish
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Cross Asset Strategy
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03 Mar 2024 23:18
Steno Signals #89: Major Twist to QE Upcoming?
Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...
Steno Research
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203 Views
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bullish
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Cross Asset Strategy
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09 Feb 2024 16:15
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Podcast
MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
The online discussion on the nuclear renaissance is scheduled for Sunday, featuring panelists Justin Hewn and Thomas Jam Patterson, and key news to...
Macro Voices
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467 Views
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bullish
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Cross Asset Strategy
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16 Jan 2024 08:32
Positioning Watch – Where to Find Value Currently
Markets have more or less traded sideways since the start of the year, as the risk-on party has taken a bit of a breather it seems, despite rate...
Steno Research
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280 Views
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bearish
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Cross Asset Strategy
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13 Dec 2023 19:09
COP28 Nuclear Deal – Implications for the Global Clean Energy Race
The COP28 in Dubai is coming to a close with COP28-president Sultan al-Jaber presenting the final resolution just this morning. Nearly 200...
Steno Research
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250 Views
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bearish
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Macroeconomics
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28 Sep 2023 02:34
5 Things We Watch – EUR Inflation, Ifo Survey, Swedish CRE, Deposit Flights & Nuclear/Uranium
It’s Wednesday once again, and that calls for us to have a look at the 5 things in global macro that we are looking at to stay on top of markets...
Steno Research
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