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.
Steno Research
123 Views
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...
Steno Research
188 Views
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...
Steno Research
238 Views
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...
Steno Research
271 Views
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...
Steno Research
274 Views