EUR Inflation Watch – It’s all about energy and food
Hello everyone, and welcome back to our usual inflation outlook for the Euro Area inflation coming out on Thursday. The format will – as always –...
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M1 Nugget: European money growth = ouch!
We track money growth notoriously at Steno Research and use the growth of money as a forward-looking guiding star for asset allocation. We just...
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Steno Signals #62 – The Recession Is Called Off (By Consensus)
The most pre-announced recession in human history is still yet to arrive and I don’t think it’s possible to find a period in time where the...
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Positioning Watch: Has the August Pain Weakened the Bulls?
Here, we’re all about diving into market positioning to uncover some exciting insights about the bigger picture. As always, we’ll be digging into...
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Portfolio Watch: Waiting for Godot, Powell and 7.30
We have added a few Europe skeptical bets to our portfolio lately with short GBP/USD and EUR/KRW based on the logic that the Asian malaise will...
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