Steno Signals #73 – An abysmal impulse for 2024
We are currently “riding” a few of the positive impulses from lower input prices over the past year, but the impulses for 2024 do not look good and the positivity is likely going to be short-lived with rates volatility back. To read the full article, sign up for a...
EM by EM #29: Biden’s party, EM’s hangover & Scholz’s nightmare
The recent howler of 30y UST auction made yields spike and has served as a reality check for the brief optimism in emerging markets. But we refuese to concede to the negativity – We illustrate the long-term prospects for Latin America in the new deglobalized...
5 Things We Watch: Macro Regime, Riyadh Accord, Sloos, Ukraine, USD
It’s Wednesday and that means time for another 5 things we watch where we hone in on the things that we have been most interested in over the last week. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto...
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