Five Things We Watch For In 2024
The thing to watch is probably employment numbers and once the labor markets start turning bad, expect CBs to cut in a hurry (especially if it is...
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Portfolio Changes – Fed Exuberance = Equities Neutral, Long Bitcoin
Powell gave investors everything they wanted. We raise the weight of equities and 'front-run' the Bitcoin halving while also adding to gold.
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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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The Weekly Market Monitor – Oil & China Bear Markets, but Liquidity Saves the Day!
Investments highlighted: Oil, Gold, Copper, Commodities, Japanese Yen, Nikkei, Chinese equities, Hang Seng Index, Bitcoin, and US Treasuries.
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The Weekly Market Monitor – VIX Hits Multi-Year Low, Investors Can’t See Any Risks!
The VIX collapsed to the lowest since COVID, which makes investors look complacent, especially with our Fear & Frenzy Sentiment Index still in Frenzy.
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