November 2023 - Page 4 of 4

Steno Signals #72 – When a recession meets a melt-up in equities and bonds

by Andreas Steno | 2023-11-05 | Steno Signals

The Fed introduced a new feedback loop, which is likely to limit the scope of this bear market rally. Remember that Q4 data usually looks really bad in an inflationary environment, while Q1 is the quarter of “inflation math”. To read the full article, sign up for a...

EM by EM #28 The Truth Hidden in Plain Sight

by Emil Møller | 2023-11-02 | Emerging Markets

The Chinese Stimulus will likely prove to be false flag and Yellen & Powell looks to have killed the USD streak. Read below for our thoughts on it and how we will likely play it To read the full article, sign up for a 14-day FREE trial of the The Macro...

5 Things We Watch – BOJ, JPY, Treasury, Equities & Portfolio

by Ulrik Simmelholt | 2023-11-01 | Steno Signals

This week’s 5 Things has a strong focus on Japan and the BOJ while it also touches on the equity market and lends the reader a look at our portfolio. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan....

Steno Signals #72 – When a recession meets a melt-up in equities and bonds

EM by EM #28 The Truth Hidden in Plain Sight

5 Things We Watch – BOJ, JPY, Treasury, Equities & Portfolio

Recent Posts

Recent Comments

Archives

Categories

Meta

Trending

My Steno

About us