Out of the Box #6: The Europeanization of the US banking system is on its way!
In our “out of the box” series, we aim at being ahead of the current consensus narrative and think of the next theme that could drive price action before anyone else has given it any noteworthy attention. In this edition, we will elaborate on the likely increase in...
The Great Game – Betrayal from the inside threatens OPEC solidarity
Why – even after successive cuts – does crude oil keep settling on a $70 barrel? The conundrum has pitted the OPEC+ alliance against each other. Suspicious eyes are turning away from outside foes, and are now looking inwards, trying to sniff out the mole...
Steno Signals #51 – Bye bye inflation, hello lay-offs? Here is what to trade..
When headline inflation wanes fast, real wages grow, while corporate profits shrink. This is now the base case for H2-2023 while Chinese and Turkish political developments MUST be watched from a macro perspective. Here is why! To read the full article, sign up for a...
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