Positioning Watch – Are markets ready for Powell Wednesday?
With Powell taking the stage on Wednesday, likely turning more hawkish in his rhetoric after weeks of financial conditions easing, we have had a...
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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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Out of the Box #25: Europe. From Technical Recession to an Real One?
EUR duration still has further to go and we remain long- soft landing cuts or emergency cuts should leave the long end lower.
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Steno Signals #76: The Fed Has Lost Control of Liquidity Trends
It seems like the narrative lags the actual price action. 2024 estimates/outlooks are turning upbeat, while positioning is one way traffic towards...
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5 Things We Watch: CBs, Eurflation, OPEC, Ifo, Dutch Politics
We talk about EURflation and the upcoming OPEC meeting and we then move on to talking about the Ifo numbers released last week while lastly...
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