EM by EM #34: Xi’s Whip and Powell’s Kneeling
Despite aiming for growth, China won’t employ potent fiscal or monetary policies; instead, the focus is on boosting confidence and shaping a...
435 Views
5 (+1) Central Banks We Watch – Fed, ECB, BoE, Norge’s Bank, BoJ & BCB
It’s central bank week once again, and that of course calls for us to share our thoughts ahead of the biggest meeting over the next week with...
443 Views
USD CPI Review – A slightly hawkish surprise
Conclusions up front: A hawkish CPI surprise, especially in the details. The FOMC can construct both a dovish and a hawkish narrative based on...
412 Views
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...
524 Views
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.
594 Views