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The US dollar is the official currency of the United States of America.
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Cross Asset Strategy
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28 Nov 2023 19:06
Energy Cable: The Review that Became a Preview!
Our apologies for the slightly delayed Energy Cable. I got caught up in the hospital with my son late yesterday, but everything is fine now! What...
Steno Research
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234 Views
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bullish
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Cross Asset Strategy
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28 Nov 2023 09:03
Ifo Nugget: Should We Believe the Numbers?
Before we get going we have to stretch that this month’s number comes with a yuuuge caveat, namely that of the German Constitutional Court’s...
Steno Research
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241 Views
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bullish
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Cross Asset Strategy
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27 Nov 2023 22:55
Positioning Watch – All About the Soft Landing Narrative
Hello everyone, and welcome back to our weekly positioning watch, where we as always try to dig down into the latest positioning data and give you...
Steno Research
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289 Views
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bullish
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Cross Asset Strategy
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27 Nov 2023 00:11
Steno Signals #75 – The 2007/2008 Playbook Is Useful Again
The soft landing narrative has seen material tailwinds over the past 6-8 weeks, while the recession narrative is fading fast.
Steno Research
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336 Views
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bullish
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Macroeconomics
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25 Nov 2023 05:58
Portfolio Watch: The last dance?
Conclusions up front:1) A long USD bet is a good way to express 1) strong US data seasonality compared to peers until year-end and a bet on...
Steno Research
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440 Views
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