bearish
Steno Signals #113 – Neither Inflation, Growth, Nor Liquidity is rising right now
226 Views19 Aug 2024 17:40
As most of you know, we remained upbeat on the cycle until around mid-July, as growth parameters continued to perform solidly in real-time, while...
What is covered in the Full Insight:
- Introduction
- Current Macro Environment
- Asset Class Performance
- Central Bank Actions
- Conclusion
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, 5-minute read)
Discussions
(Paid Plans Only)
Top Quartile
Steno Research
Macro and Geopolitical Research House
- Steno Signals #116 – Here comes the dash for USD cash!09 Sep 2024
- 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 #112 – Liquidity is BOTTOMING12 Aug 2024
- Steno Signals #111 – More or less liquidity? More or less recession? More or less real?05 Aug 2024
x