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Steno Research

Steno Research

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Multi-Asset Macroeconomics Cross Asset Strategy
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bearishCross Asset Strategy02 Oct 2023 10:55

Steno Signals #67 – 150bps Higher 10yr Yields and Parity up Next in EURUSD?

There are good reasons to chant “Europe, Europe, Europe” on the golf course, but not in financial markets as Europe is once again tested by...

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bullishCross Asset Strategy02 Oct 2023 10:51

Positioning Watch – Oil Longs Are Not as Big as You Think

Welcome back to our weekly positioning watch, where we run through interest positioning insights/data collected throughout the week.

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bullishMacroeconomics30 Sep 2023 06:55

Portfolio Watch: The Last Gasp of a Dying Man?

Hello Everybody and welcome back to our weekly Portfolio Watch where we take the temperature on our Macro calls and provide our perspective on how...

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bullishMacroeconomics30 Sep 2023 06:44

Nuclear Nugget: 3 Questions For The Nuclear Space

Fun fact: In 2009 there were about 35.000 people employed in the nuclear industry in Germany, which at that time produced 135 TWh of...

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bearishMacroeconomics29 Sep 2023 05:41

CRE Debt Watch: The initiator or magnifier of financial crises

Historically, commercial real estate firms have posed significant risks to the financial system because of funding vulnerabilities and their...

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