Steno Signals #94 – Trading the FAKE business cycle
The fake business cycle keeps surprising markets and central banks and the volatility in the cyclical components of the economy will likely keep markets trading from one extreme to another in coming years. To read the full article, sign up for a 14-day FREE trial of...
Emerging Markets: Legs to the Korea case or time to cash in?
Korea has, by first-hand experience, been a sell-side favorite, and the Kospi has been on a roll recently. Some leading cyclical indicators have started to turn however, and the question is then whether to book some profits in the region? To read the full article,...
5 Things We Watch – EUR-Inflation, Central Banks, The Business Cycle, Positioning & Commodities
Markets find themselves at a crossroads as the US economy is doing better than feared, while inflation is not acting the way the Fed hoped for. Meanwhile, European disinflation continues, which paves the way for larger divergences between central banks. To read the...
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