Part Five: The German Vulnerability
The fact that the UK yield curve has flattened more than Germany's is puzzling. This could indicate that the UK economy is on the brink of a deep...
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5 Things That Could Wrongfoot Consensus in 2024
The overwhelming consensus for 2024 continues to be a soft landing in the US with interest rates coming firmly down while growth continues on...
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Credit Watch: Nothing in the credit impulse speaks in favour of a 2024 comeback
***We release this article instead of our “Something for your Espresso” daily. Our normal live coverage will be back on Wed 27. We will release...
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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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