August 2024 - Page 8 of 8 - Steno Research

Macro Nugget: Harris has overtaken Trump

by Ulrik Simmelholt | 2024-08-02 | Free Content | 0 comments

The presidential race between Donald Trump and Kamala Harris is a vivid reminder of the adage, “It’s not over till the fat lady sings.” as we wrote about a few weeks ago. Initially, Trump seemed to have a solid lead, but recent polls from PredictIt...

EM Watch: Why China is trying to wreak havoc on your Gold longs

by Andreas Steno | 2024-08-01 | Emerging Markets, Steno Signals

The Fed looks likely to commence a cutting cycle in September, but can we use the typical cutting cycle playbook in EM- fixed income and Commodities? China is (potentially) wreaking havoc with the playbook! To read the full article, sign up for a 14-day FREE trial of...

Macro Nugget: The demand outlook in China is not pretty

by Ulrik Simmelholt | 2024-08-01 | Free Content | 0 comments

Signs of weak demand in China are evident in the crack spread swaps between Dubai crude oil and Singapore gasoil. Since 2023, the average price of crude oil rose to $80, increasing refiners’ margins to $25. However, these margins have now dropped to $17, even...

Macro Nugget: Harris has overtaken Trump

EM Watch: Why China is trying to wreak havoc on your Gold longs

Macro Nugget: The demand outlook in China is not pretty

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