bullish
Steno Signals #112 – Liquidity is BOTTOMING
194 Views12 Aug 2024 11:42
Happy Sunday, folks!I hope you’ve enjoyed the weekend. After a bizarre week, starting with the rug-pulling in Japan on Monday morning, it was time...
What is covered in the Full Insight:
- Introduction
- USDJPY Carry Trade Analysis
- Liquidity Signals and Expectations
- Growth and Labor Market
- Inflation Outlook and Market Implications
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
Top Quartile
Steno Research
Macro and Geopolitical Research House
- Steno Signals #115 – The head-fake business cycle strikes again02 Sep 2024
- Steno Signals #114 – A Powell Put is Ueda’s Catastrophe26 Aug 2024
- Steno Signals #113 – Neither Inflation, Growth, Nor Liquidity is rising right now19 Aug 2024
- Steno Signals #111 – More or less liquidity? More or less recession? More or less real?05 Aug 2024
- Steno Signals #110: Run for the hills? Not so fast..29 Jul 2024
x