Steno Signals #119 – A tsunami of liquidity is upcoming in Q4
China just pulled a market stunt right before a flood of liquidity hits, and the Fed is cooking up some magic liquidity tricks to keep things lively. Buckle up for Q4. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional...
Ifo Nugget: It’s beginning to smell like recession
The full Ifo report has just been released, and here’s our summary of the key data point from the report and our analysis of its implications. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already...
China Watch: Bringing chopsticks to a gun-fight (again)
This is yet another false flag from China, and we expect the stimulus to be insubstantial in size relative to the problem at hand. In this analysis, we will explain why China is allocating insufficient funds to address a major issue. To read the full article, sign up...
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