Positioning Watch – Are markets ready for Powell Wednesday?
With Powell taking the stage on Wednesday, likely turning more hawkish in his rhetoric after weeks of financial conditions easing, we have had a...
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Rate Cuts: How Much? How Quick? How Real?
Higher for longer was the mantra for rates. Betting on rate cuts is the in-thing in monetary economics these days. Inflation is known for its head...
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Steno Signals #77 – Oil Demand Is ALL TIME HIGH
Happy Sunday and welcome to our weekly flagship editorial from Steno Research. It has been an incredibly odd week in the economic calendar and our...
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The Weekly Market Monitor – Oil & China Bear Markets, but Liquidity Saves the Day!
Investments highlighted: Oil, Gold, Copper, Commodities, Japanese Yen, Nikkei, Chinese equities, Hang Seng Index, Bitcoin, and US Treasuries.
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Mint Macro Roundup: Dissecting The Recent Jobs Data
November nonfarm payrolls beat expectations with 199k jobs added, pushing unemployment down to 3.7%. Wage growth strong at 4% YoY. Bonds and...
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