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Steno Research

Steno Research
Macro and Geopolitical Research House

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Multi-Asset Macroeconomics Cross Asset Strategy
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bullishMacroeconomics
08 Dec 2023 18:05

Inflation Watch: Another Deflation Shocker from Europe? UK, Sweden and Norway Are Under the Loop!

We overall see continued trends towards strong disinflation in Europe and the global surprise index on inflation looks transitory.

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bullishMacroeconomics
08 Dec 2023 04:53

EIA Watch: ALL TIME HIGH Oil demand, but so what?

Welcome to our weekly EIA watch, where we look at the implied energy demand numbers in the US economy and pair them with trends on the supply...

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bullishMacroeconomics
07 Dec 2023 18:56

Macro Regime Indicator: What Technically Rising Liquidity Means for Your Portfolio

For December, we see rising liquidity due to rallying treasuries and rising SOFR-Fed futures spreads, consequently depleting the ON RRP faster than...

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bullishMacroeconomics
07 Dec 2023 11:34

EM by EM #33: Early Hikers = Early Steepeners?

Conclusions up front:– The early hikers club comprising e.g. Brazil and Mexico could be a decent steepener trade from here as long as FX vol...

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bullishMacroeconomics
07 Dec 2023 02:10

5 Things We Watch – Liquidity, Bond positioning, Oil, Consumer spending & Rates

We’ve spent the past 2 days in London, meeting clients and hedge funds, and there was a lot of support for the idea/notion that...

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