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Steno Signals #194 — The March 2020 Parallel Intensifies
328 Views28 Apr 2025 09:50
Happy Monday from a sunny Copenhagen! We have been banging the drum on the similarities between the tariffs-cycle and the Covid-cycle over the...
What is covered in the Full Insight:
- Introduction to the Policy Shock
- Impact on U.S. Retail and Chinese Exporters
- Economic Indicators and PMI Insights
- Inflation Trajectory and Fed Policy
- Market Outlook and Risk Climate
SUMMARY
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Macro and Geopolitical Research House
- Steno Signals #194 — The March 2020 Parallel Intensifies28 Apr 2025
- Steno Signals #193 – The USD Reset Is Underway15 Apr 2025
- Steno Signals #192 – A March 2020 style reset. Is this a liquidity event?07 Apr 2025
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