Steno Signals #83 – A striking divergence between EUR and USD money trends
Welcome to our flagship editorial!It is about this time of the year when we conclude that all year-ahead outlooks have already been blown to...
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Steno Signals #82 – Inflation strikes back and no one is prepared for it
Happy Sunday and welcome to our flagship editorial on the Coronation day of King Frederik in Copenhagen. I guess it is somewhat telling for my...
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UK CPI Watch: Another milder than usual report
Greetings from Europe! We had the US CPI report smack dab at our forecast yesterday again and based on public demand here is our UK preview for...
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Part Four: The Sharply Slowing UK Economy
The UK economy has been facing a series of challenges in recent weeks. Economic data has been disappointing, with weak unemployment, earnings, GDP,...
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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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