The Great Game #6 – European Gas Drought?
Will the new price cap drive Europe into gas shortages next winter? And how will Xi and Putin capitalize on this? To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a member? Login...
Steno Signals #27 – The tanned grinch
Lagarde starred in the role as the slightly more tanned Grinch as central banks decided to ruin Christmas. Structural liquidity doesn’t look too bad and 2023 is not necessarily the year of the bear. To read the full article, sign up for a 14-day FREE trial of the The...
Steno Signals #26 – Stealth QE through the back door?
Is it really a possible scenario that the Fed will do stealth-QE by summer 2023? And are equities still a sell based on USD liquidity plumbing? Get the answers here! To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional...
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