Steno Signals #44 – Are you sure that you prefer another currency to the USD?
The de-dollarization chatter is back after the IMF COFER data showed a new drop in the relative size of USD FX reserves in Q4-2022. Currently, everyone agrees that the USD will weaken from here, which is when you need to become worried. To read the full article, sign...
5 Things We Watch: (Dis)Inflation, FOMC Meeting Minutes, The Debt ceiling, Energy and Japan
With the banking turmoil leaving the headlines (for now), we turn our attention towards the main themes in the broader macro landscape. What’s going on with inflation? What will the Fed do? Is oil turning bullish? And what about Japan? As always we keep you updated on...
The Great Game – Geopolitical Overview Q2 2023
An Overview These are the four Q2 situations we will be covering today. If a situation has less than “medium” geopolitical risk but a “high” market risk, we don’t spend time on that – but rest assured that the rest of our...
Recent Comments