Steno Signals #79 – A Christmas present full of USD Liquidity from Powell and Yellen!
Happy Sunday and welcome to a short and sweet version of our flagship editorial!We want to take the opportunity to thank you all for your support...
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Portfolio Watch – 2023 in hindsight
Merry Christmas and a happy new year to all of you from us here at Steno Research. What a year it has been, and we hope you have enjoyed the...
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NEW EU FISCAL RULES – Victory for the Expansionists or the Prudentials?
Amidst the prospect of a soft landing and lower interest rates, the European Council unanimously voted in favor of reinstating fiscal safeguards...
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Five Things We Watch For In 2024
The thing to watch is probably employment numbers and once the labor markets start turning bad, expect CBs to cut in a hurry (especially if it is...
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IFO Nugget: Recession and Target Inflation?
There is no way around the fact that, no matter how many officials refrain from admitting it, Germany and central economies in Europe are in, at...
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