Steno Signals #77 – Oil Demand Is ALL TIME HIGH
Happy Sunday and welcome to our weekly flagship editorial from Steno Research. It has been an incredibly odd week in the economic calendar and our...
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Crypto Selloff: What now?
The recent 7% drop in Bitcoin's value coincided with SpaceX's announcement of selling off its entire $375 million worth of holdings.
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Global Liquidity Update – Is US Fed QT Dead?
Between now and 2023 the Fed balance sheet could double in size. QT is effectively dead in America. Wise investors should start to prepare some...
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Liquidity, Liquidity, Liquidity ….
Global Liquidity cycle bottomed last October. Latest weekly data show major Central Banks’ aggregate liquidity measured in US dollar terms has...
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The Biggest Macro Risk You Might Be Ignoring
Investing is all about probabilities: all you need to do is assess the chances markets are assigning to different scenarios today and anticipate...
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