Steno Signals #106 – The cycle is improving. Not weakening.
We spent most of last week examining cycle leads and lags as we continue to observe solid signs of re-acceleration in economies with low duration...
1.4k Views
Inflation Watch: What if the Cyclical Prices Are Not Truly Tamed? Lessons from Canada and Sweden
If you know me, you know I have a thing for charts, especially those showing momentum in the macro cycle. Forget nominal levels; it’s the rate of...
1.3k Views
Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
1.7k Views
Positioning Watch – The real world strikes back
Hello everyone, and welcome back to our weekly positioning watch. Markets have been enjoying the easier financial conditions imposed by a weaker...
948 Views
Positioning Watch – Volatility Is Back, but Markets Still Lean into USD Duration.. God Knows Why..
Hi everyone, and welcome back to our weekly positioning / sentiment overview, which will be delivered to you right as firefighters have hopefully...
442 Views