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...
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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...
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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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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.
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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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