Seasonality Watch: Why a Dec hike remains in play
Remember the abysmal numbers seen in the US economy around the year-turn of 2022/2023 and the sharp rebound in numbers into February/March...
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EM by EM #29: Biden’s Party, EM’s Hangover & Scholz’s Nightmare
Here at Steno Research, our primary concern has been growth rather than inflation since around the end of H1. While this divergence is gradually...
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Energy Watch: The perfect bull-signal delivered by Olaf Scholz?
We typically release our weekly EIA Watch on Thursdays but given this press release from the EIA, we will not be able to update the demand side...
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Out of the Box #23: Why the Treasury undershoots actual issuance needs
Main takeaways:The recent bond-relief onset by the QRA needs risk-off sentiment to be sustained. If not we may well see further pain coming into...
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5 Things We Watch: Macro Regime, Riyadh Accord, Sloos, Ukraine, USD
This week we would like to draw your attention to our monthly macro regime indicator which has been updated. Then we’ll argue for a Riyadh Accord,...
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